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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 | $445,980 | $151,427+194.5% | $112,860+295.2% | $154,746+188.2% |
| Participation rate | 100.0% | 69.1%+30.9pp | 66.3%+33.7pp | 80.7%+19.3pp |
| Annual return | 17.60% | 30.95%-13.3pp | 35.26%-17.7pp | 172.34%-154.7pp |
| Employer contribution / active EE | $10,514 | $2,750+282.4% | $2,206+376.6% | $4,379+140.1% |
| Participant deferral / active EE | $0 | $4,285-100.0% | $3,493-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6 | $7,369-99.9% | $6,841-99.9% | $14,365-100.0% |