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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 | $260,667 | $87,166+199.0% | $76,735+239.7% | $137,256+89.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 14.37% | 26.50%-12.1pp | 29.77%-15.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $12,500 | $2,904+330.4% | $2,454+409.3% | $4,156+200.8% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |