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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 | $2,369,729 | $181,896+1202.8% | $156,551+1413.7% | $273,972+765.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.69% | 30.74%-24.1pp | 32.23%-25.5pp | 41.46%-34.8pp |
| Employer contribution / active EE | $24,583 | $6,248+293.5% | $5,501+346.9% | $4,869+404.9% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $17 | $15,560-99.9% | $13,028-99.9% | $10,133-99.8% |