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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 | $911,310 | $111,814+715.0% | $103,374+781.6% | $145,959+524.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 68.57% | 24.77%+43.8pp | 24.89%+43.7pp | 561.95%-493.4pp |
| Employer contribution / active EE | $56,668 | $4,214+1244.8% | $3,869+1364.5% | $4,661+1115.8% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |