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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 | $1,572,094 | $176,402+791.2% | $134,162+1071.8% | $158,982+888.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 5.65% | 63.66%-58.0pp | 36.35%-30.7pp | 302.99%-297.3pp |
| Employer contribution / active EE | $34,806 | $5,042+590.3% | $3,705+839.4% | $4,763+630.8% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |