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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 | $138,366+132.1% | $184,185+74.3% | $80,911+296.9% |
| Participation rate | 83.9% | 83.9%0pp | 86.8%-3.0pp | 67.6%+16.2pp |
| Annual return | 32.91% | 20.02%+12.9pp | 28.81%+4.1pp | 35.63%-2.7pp |
| Employer contribution / active EE | $45,109 | $4,849+830.3% | $6,426+602.0% | $2,756+1536.9% |
| Participant deferral / active EE | $1,261 | $7,074-82.2% | $9,132-86.2% | $4,297-70.7% |
| Admin fee / account holder | $11 | $10,484-99.9% | $13,909-99.9% | $6,935-99.8% |