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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 | $445,084 | $116,167+283.1% | $64,489+590.2% | $137,256+224.3% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 17.60% | 36.55%-18.9pp | 55.03%-37.4pp | 220.34%-202.7pp |
| Employer contribution / active EE | $9,219 | $2,483+271.3% | $1,523+505.3% | $4,156+121.8% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $2,778-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6 | $6,188-99.9% | $4,260-99.9% | $12,270-99.9% |