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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 | $288,743 | $162,967+77.2% | $135,792+112.6% | $138,895+107.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 20.15% | 30.08%-9.9pp | 25.96%-5.8pp | 145.39%-125.2pp |
| Employer contribution / active EE | $2,178 | $4,211-48.3% | $3,496-37.7% | $4,194-48.1% |
| Participant deferral / active EE | $308 | $5,640-94.5% | $4,759-93.5% | $6,396-95.2% |
| Admin fee / account holder | $0 | $15,306-100.0% | $12,266-100.0% | $12,562-100.0% |