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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 | $264,804 | $138,385+91.4% | $184,200+43.8% | $80,874+227.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 17.16% | 20.02%-2.9pp | 28.80%-11.6pp | 35.62%-18.5pp |
| Employer contribution / active EE | $12,118 | $4,849+149.9% | $6,424+88.6% | $2,756+339.7% |
| Participant deferral / active EE | $0 | $7,073-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $26 | $10,483-99.8% | $13,907-99.8% | $6,935-99.6% |