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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 | $275,397 | $88,707+210.5% | $74,184+271.2% | $273,972+0.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.14% | 11.94%-1.8pp | 17.74%-7.6pp | 41.46%-31.3pp |
| Employer contribution / active EE | $23,193 | $3,159+634.1% | $2,370+878.6% | $4,869+376.4% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $50 | $8,717-99.4% | $5,586-99.1% | $10,133-99.5% |