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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 | $264,906 | $91,037+191.0% | $71,671+269.6% | $147,585+79.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 23.22% | 20.48%+2.7pp | 20.65%+2.6pp | 578.58%-555.4pp |
| Employer contribution / active EE | $2,110 | $3,327-36.6% | $2,460-14.2% | $4,876-56.7% |
| Participant deferral / active EE | $433 | $4,498-90.4% | $3,438-87.4% | $5,439-92.0% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |