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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 | $270,024 | $167,415+61.3% | $140,514+92.2% | $198,609+36.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 9.16% | 13.85%-4.7pp | 14.36%-5.2pp | 202.70%-193.5pp |
| Employer contribution / active EE | $6,910 | $4,088+69.0% | $3,378+104.5% | $5,055+36.7% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $10 | $16,730-99.9% | $13,697-99.9% | $19,030-99.9% |