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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 | $281,608 | $306,023-8.0% | $306,023-8.0% | $309,303-9.0% |
| Participation rate | 100.0% | 99.6%+0.4pp | 99.6%+0.4pp | 96.2%+3.8pp |
| Annual return | 22.16% | 10.35%+11.8pp | 10.51%+11.6pp | 6.50%+15.7pp |
| Employer contribution / active EE | $23,000 | $33,877-32.1% | $34,401-33.1% | $25,613-10.2% |
| Participant deferral / active EE | $0 | $8,201-100.0% | $7,898-100.0% | $6,481-100.0% |
| Admin fee / account holder | $0 | $17,975-100.0% | $17,975-100.0% | $31,748-100.0% |