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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 | $601,372 | $98,240+512.1% | $82,312+630.6% | $147,586+307.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.31% | 30.85%-18.5pp | 25.88%-13.6pp | 578.59%-566.3pp |
| Employer contribution / active EE | $13,714 | $3,192+329.7% | $2,428+464.8% | $4,876+181.2% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $141 | $8,563-98.4% | $5,608-97.5% | $10,886-98.7% |