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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 | $819,657 | $105,623+676.0% | $87,502+836.7% | $273,972+199.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 9.72% | 12.26%-2.5pp | 12.21%-2.5pp | 41.46%-31.7pp |
| Employer contribution / active EE | $5,000 | $3,141+59.2% | $2,550+96.1% | $4,869+2.7% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $36 | $4,781-99.2% | $4,221-99.1% | $10,133-99.6% |