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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 | $331,938 | $138,312+140.0% | $122,979+169.9% | $155,188+113.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 15.51% | 22.06%-6.6pp | 20.12%-4.6pp | 148.84%-133.3pp |
| Employer contribution / active EE | $15,900 | $3,530+350.4% | $3,062+419.2% | $4,248+274.3% |
| Participant deferral / active EE | $900 | $5,592-83.9% | $5,003-82.0% | $6,531-86.2% |
| Admin fee / account holder | $60 | $15,089-99.6% | $12,864-99.5% | $14,480-99.6% |