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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 | $136,860+104.0% | $120,344+132.1% | $154,746+80.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 19.79% | 21.38%-1.6pp | 20.30%-0.5pp | 172.34%-152.5pp |
| Employer contribution / active EE | $10,000 | $3,533+183.0% | $3,020+231.1% | $4,379+128.4% |
| Participant deferral / active EE | $550 | $5,793-90.5% | $5,135-89.3% | $6,730-91.8% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |