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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 | $2,050,646 | $117,829+1640.4% | $102,423+1902.1% | $145,877+1305.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 25.34% | 31.83%-6.5pp | 29.42%-4.1pp | 551.28%-525.9pp |
| Employer contribution / active EE | $2,200 | $3,615-39.1% | $3,023-27.2% | $4,663-52.8% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $224 | $13,335-98.3% | $9,455-97.6% | $13,402-98.3% |