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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 | $304,304 | $99,345+206.3% | $84,753+259.0% | $273,972+11.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.97% | 22.93%-12.0pp | 22.78%-11.8pp | 41.46%-30.5pp |
| Employer contribution / active EE | $24,333 | $4,214+477.4% | $3,574+580.8% | $4,869+399.8% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $33 | $6,645-99.5% | $5,333-99.4% | $10,133-99.7% |