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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 | $157,270+3736.6% | $141,173+4174.1% | $152,870+3847.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 54.20% | 64.33%-10.1pp | 71.40%-17.2pp | 345.34%-291.1pp |
| Employer contribution / active EE | $35,290 | $5,261+570.7% | $4,735+645.2% | $4,763+640.9% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |