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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 | $8,493,093 | $275,752+2980.0% | $256,809+3207.2% | $198,609+4176.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 24.46% | 34.81%-10.4pp | 32.73%-8.3pp | 202.70%-178.2pp |
| Employer contribution / active EE | $69,000 | $7,721+793.7% | $7,263+850.0% | $5,055+1264.9% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |