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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 | $528,786 | $115,917+356.2% | $100,535+426.0% | $158,982+232.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 7.68% | 34.80%-27.1pp | 30.90%-23.2pp | 302.99%-295.3pp |
| Employer contribution / active EE | $42,903 | $4,105+945.1% | $3,419+1155.0% | $4,763+800.8% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |