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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 | $323,791 | $103,949+211.5% | $69,182+368.0% | $273,972+18.2% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 4.66% | 35.28%-30.6pp | -21.93%+26.6pp | 41.46%-36.8pp |
| Employer contribution / active EE | $5,950 | $1,783+233.7% | $1,206+393.3% | $4,869+22.2% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |