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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 | $380,331 | $149,333+154.7% | $106,387+257.5% | $135,379+180.9% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | 3.84% | 0.52%+3.3pp | 0.25%+3.6pp | 519.79%-515.9pp |
| Employer contribution / active EE | $3,333 | $4,984-33.1% | $3,520-5.3% | $4,779-30.2% |
| Participant deferral / active EE | $0 | $7,230-100.0% | $5,421-100.0% | $5,609-100.0% |
| Admin fee / account holder | $22 | $15,952-99.9% | $7,510-99.7% | $10,828-99.8% |