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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 | $185,141+56.0% | $153,416+88.2% | $155,188+86.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 20.15% | 18.72%+1.4pp | 17.84%+2.3pp | 148.84%-128.7pp |
| Employer contribution / active EE | $2,178 | $4,489-51.5% | $3,764-42.1% | $4,248-48.7% |
| Participant deferral / active EE | $308 | $5,477-94.4% | $4,723-93.5% | $6,531-95.3% |
| Admin fee / account holder | $0 | $16,005-100.0% | $13,095-100.0% | $14,480-100.0% |