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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 | $508,696 | $124,425+308.8% | $112,040+354.0% | $137,256+270.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 25.62% | 24.72%+0.9pp | 24.52%+1.1pp | 220.34%-194.7pp |
| Employer contribution / active EE | $4,479 | $3,411+31.3% | $2,954+51.6% | $4,156+7.8% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |