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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 | $1,924,596 | $167,362+1050.0% | $143,799+1238.4% | $134,532+1330.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.31% | 0.47%-15.8pp | -0.04%-15.3pp | 418.27%-433.6pp |
| Employer contribution / active EE | $26,250 | $5,620+367.0% | $4,952+430.1% | $4,741+453.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |