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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 | $94,439+320.3% | $73,658+438.8% | $154,746+156.5% |
| Participation rate | 86.4% | 64.7%+21.7pp | 57.0%+29.3pp | 80.7%+5.7pp |
| Annual return | 15.67% | 28.25%-12.6pp | 29.72%-14.1pp | 172.34%-156.7pp |
| Employer contribution / active EE | $7,043 | $1,257+460.2% | $1,032+582.2% | $4,379+60.8% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |