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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 | $321,109 | $138,386+132.0% | $184,260+74.3% | $80,935+296.7% |
| Participation rate | 83.9% | 83.9%0pp | 86.8%-3.0pp | 67.7%+16.2pp |
| Annual return | 32.91% | 20.02%+12.9pp | 28.84%+4.1pp | 35.66%-2.7pp |
| Employer contribution / active EE | $45,109 | $4,851+830.0% | $6,427+601.8% | $2,757+1536.4% |
| Participant deferral / active EE | $1,261 | $7,076-82.2% | $9,133-86.2% | $4,299-70.7% |
| Admin fee / account holder | $11 | $10,489-99.9% | $13,898-99.9% | $6,924-99.8% |