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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 | $912,238 | $100,147+810.9% | $81,286+1022.3% | $145,877+525.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 19.01% | 34.44%-15.4pp | 24.80%-5.8pp | 551.28%-532.3pp |
| Employer contribution / active EE | $35,303 | $2,977+1085.8% | $2,463+1333.5% | $4,663+657.1% |
| Participant deferral / active EE | $0 | $4,607-100.0% | $3,883-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $8,201-100.0% | $5,764-100.0% | $13,402-100.0% |