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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 | $256,971 | $153,311+67.6% | $109,313+135.1% | $273,972-6.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.31% | 29.86%-23.5pp | 22.07%-15.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $10,659 | $5,619+89.7% | $3,892+173.9% | $4,869+118.9% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $93 | $8,076-98.8% | $5,666-98.4% | $10,133-99.1% |