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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,634,207 | $165,407+1492.6% | $149,751+1659.1% | $158,988+1556.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.05% | 348.32%-338.3pp | 276.71%-266.7pp | 303.00%-293.0pp |
| Employer contribution / active EE | $56,000 | $5,105+997.0% | $4,646+1105.4% | $4,763+1075.7% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,812-100.0% | $9,312-100.0% | $11,252-100.0% |