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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 | $418,155 | $140,592+197.4% | $123,105+239.7% | $125,389+233.5% |
| Participation rate | 80.0% | 88.2%-8.2pp | 86.8%-6.8pp | 83.2%-3.2pp |
| Annual return | 1.77% | 16.80%-15.0pp | 13.22%-11.4pp | 282.24%-280.5pp |
| Employer contribution / active EE | $6,560 | $6,041+8.6% | $5,151+27.4% | $4,866+34.8% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $23 | $11,198-99.8% | $9,014-99.7% | $9,541-99.8% |