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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 | $836,262 | $140,592+494.8% | $123,105+579.3% | $125,389+566.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.86% | 16.80%-17.7pp | 13.22%-14.1pp | 282.24%-283.1pp |
| Employer contribution / active EE | $22,425 | $6,041+271.2% | $5,151+335.4% | $4,866+360.8% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |