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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 | $396,899 | $174,018+128.1% | $136,833+190.1% | $198,609+99.8% |
| Participation rate | 86.4% | 65.1%+21.2pp | 59.0%+27.3pp | 82.4%+4.0pp |
| Annual return | 15.67% | 35.16%-19.5pp | 35.32%-19.6pp | 202.70%-187.0pp |
| Employer contribution / active EE | $7,043 | $1,571+348.3% | $1,319+434.1% | $5,055+39.3% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $2,441-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $5,434-100.0% | $4,706-100.0% | $19,030-100.0% |