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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 | $2,431,332 | $197,625+1130.3% | $177,840+1267.1% | $158,966+1429.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.79% | 58.76%-48.0pp | 48.32%-37.5pp | 302.95%-292.2pp |
| Employer contribution / active EE | $42,384 | $6,698+532.8% | $5,919+616.1% | $4,762+790.0% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |