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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 | $616,682 | $103,949+493.3% | $69,182+791.4% | $273,972+125.1% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 9.89% | 35.28%-25.4pp | -21.93%+31.8pp | 41.46%-31.6pp |
| Employer contribution / active EE | $485 | $1,783-72.8% | $1,206-59.8% | $4,869-90.0% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $8 | $3,671-99.8% | $2,697-99.7% | $10,133-99.9% |