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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 | $1,461,041 | $181,896+703.2% | $156,551+833.3% | $273,972+433.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 29.56% | 30.74%-1.2pp | 32.23%-2.7pp | 41.46%-11.9pp |
| Employer contribution / active EE | $3,851 | $6,248-38.4% | $5,501-30.0% | $4,869-20.9% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |