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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 | $342,615 | $88,583+286.8% | $88,497+287.1% | $273,972+25.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 13.70% | 5.68%+8.0pp | 7.63%+6.1pp | 41.46%-27.8pp |
| Employer contribution / active EE | $10,004 | $4,502+122.2% | $4,036+147.8% | $4,869+105.5% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,133-100.0% |