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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 | $411,109 | $181,896+126.0% | $156,551+162.6% | $273,972+50.1% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 13.28% | 30.74%-17.5pp | 32.23%-18.9pp | 41.46%-28.2pp |
| Employer contribution / active EE | $9,975 | $6,248+59.6% | $5,501+81.3% | $4,869+104.9% |
| Participant deferral / active EE | $1,000 | $5,550-82.0% | $4,871-79.5% | $5,287-81.1% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |