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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 | $1,067,265 | $140,578+659.2% | $100,671+960.2% | $125,389+751.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 2.81% | 24.67%-21.9pp | 20.43%-17.6pp | 282.24%-279.4pp |
| Employer contribution / active EE | $31,363 | $5,965+425.8% | $4,012+681.7% | $4,866+544.5% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |