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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 | $933,569 | $106,247+778.7% | $96,515+867.3% | $139,466+569.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.55% | 38.47%-24.9pp | 35.73%-22.2pp | 373.66%-360.1pp |
| Employer contribution / active EE | $66,000 | $4,106+1507.5% | $3,740+1664.9% | $4,754+1288.3% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $9 | $7,885-99.9% | $6,735-99.9% | $11,409-99.9% |