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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 | $1,867,071 | $102,609+1719.6% | $98,090+1803.4% | $138,895+1244.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 17.98% | 36.44%-18.5pp | 37.05%-19.1pp | 145.39%-127.4pp |
| Employer contribution / active EE | $36,950 | $3,867+855.5% | $3,606+924.6% | $4,194+781.0% |
| Participant deferral / active EE | $0 | $8,167-100.0% | $7,845-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |