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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 | $92,219+552.1% | $76,768+683.4% | $135,379+344.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 12.31% | 5.46%+6.8pp | 2.43%+9.9pp | 519.79%-507.5pp |
| Employer contribution / active EE | $13,714 | $3,216+326.5% | $2,485+451.8% | $4,779+187.0% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $141 | $10,749-98.7% | $6,675-97.9% | $10,828-98.7% |