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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 | $100,279+809.7% | $81,353+1021.3% | $145,884+525.3% |
| Participation rate | 75.0% | 74.3%+0.7pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 19.01% | 34.49%-15.5pp | 24.82%-5.8pp | 551.85%-532.8pp |
| Employer contribution / active EE | $35,303 | $2,979+1085.0% | $2,464+1332.8% | $4,662+657.2% |
| Participant deferral / active EE | $0 | $4,611-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,206-100.0% | $5,766-100.0% | $13,392-100.0% |