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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 | $104,650+279.3% | $83,854+373.3% | $155,188+155.8% |
| Participation rate | 86.4% | 65.1%+21.3pp | 59.1%+27.3pp | 80.8%+5.6pp |
| Annual return | 15.67% | 28.97%-13.3pp | 31.39%-15.7pp | 148.84%-133.2pp |
| Employer contribution / active EE | $7,043 | $1,196+488.7% | $1,017+592.4% | $4,248+65.8% |
| Participant deferral / active EE | $0 | $2,367-100.0% | $2,035-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $3,518-100.0% | $3,197-100.0% | $14,480-100.0% |