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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 | $1,093,538 | $110,379+890.7% | $102,412+967.8% | $145,884+649.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.09% | 24.84%-6.8pp | 24.94%-6.9pp | 551.85%-533.8pp |
| Employer contribution / active EE | $36,250 | $4,216+759.8% | $3,870+836.7% | $4,662+677.5% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |