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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 | $122,962+262.0% | $71,585+521.8% | $138,895+220.4% |
| Participation rate | 100.0% | 68.9%+31.1pp | 68.2%+31.8pp | 79.9%+20.1pp |
| Annual return | 17.60% | 37.84%-20.2pp | 59.26%-41.7pp | 145.39%-127.8pp |
| Employer contribution / active EE | $9,219 | $2,620+251.9% | $1,669+452.5% | $4,194+119.8% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $2,923-100.0% | $6,396-100.0% |
| Admin fee / account holder | $6 | $6,488-99.9% | $4,712-99.9% | $12,562-100.0% |