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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 | $477,795 | $93,064+413.4% | $74,577+540.7% | $273,972+74.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.43% | 26.18%-21.8pp | 20.47%-16.0pp | 41.46%-37.0pp |
| Employer contribution / active EE | $40,214 | $3,160+1172.6% | $2,525+1492.5% | $4,869+726.0% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |