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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 | $425,214 | $93,064+356.9% | $74,577+470.2% | $273,972+55.2% |
| Participation rate | 83.3% | 74.9%+8.4pp | 68.1%+15.2pp | 83.0%+0.3pp |
| Annual return | 35.58% | 26.18%+9.4pp | 20.47%+15.1pp | 41.46%-5.9pp |
| Employer contribution / active EE | $571 | $3,160-81.9% | $2,525-77.4% | $4,869-88.3% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |