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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 | $509,487 | $60,349+744.2% | $74,184+586.8% | $62,881+710.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 87.62% | 21.38%+66.2pp | 17.74%+69.9pp | 20.14%+67.5pp |
| Employer contribution / active EE | $503 | $1,680-70.1% | $2,370-78.8% | $2,281-77.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $151 | $4,261-96.5% | $5,586-97.3% | $4,296-96.5% |