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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 | $6,168,130 | $115,917+5221.2% | $100,535+6035.3% | $158,982+3779.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.12% | 34.80%-18.7pp | 30.90%-14.8pp | 302.99%-286.9pp |
| Employer contribution / active EE | $31,000 | $4,105+655.1% | $3,419+806.8% | $4,763+550.9% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |