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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 | $526,807 | $104,251+405.3% | $91,004+478.9% | $147,586+256.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 17.93% | 27.06%-9.1pp | 4.60%+13.3pp | 578.59%-560.7pp |
| Employer contribution / active EE | $4,167 | $3,116+33.7% | $2,456+69.7% | $4,876-14.6% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |