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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 | $279,258 | $124,425+124.4% | $112,040+149.2% | $137,256+103.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.79% | 24.72%-4.9pp | 24.52%-4.7pp | 220.34%-200.6pp |
| Employer contribution / active EE | $10,000 | $3,411+193.1% | $2,954+238.5% | $4,156+140.6% |
| Participant deferral / active EE | $550 | $5,718-90.4% | $5,098-89.2% | $6,407-91.4% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |