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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 | $6,033,868 | $157,304+3735.8% | $141,197+4173.4% | $152,909+3846.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 54.20% | 64.34%-10.1pp | 71.41%-17.2pp | 345.46%-291.3pp |
| Employer contribution / active EE | $35,290 | $5,263+570.6% | $4,736+645.1% | $4,764+640.8% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |