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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 | $402,831 | $457,257-11.9% | $460,228-12.5% | $405,731-0.7% |
| Participation rate | 100.0% | 95.3%+4.7pp | 95.1%+4.9pp | 91.9%+8.1pp |
| Annual return | 1.96% | -3.33%+5.3pp | -2.98%+4.9pp | 4.30%-2.3pp |
| Employer contribution / active EE | $15,355 | $29,788-48.5% | $29,339-47.7% | $26,636-42.4% |
| Participant deferral / active EE | $0 | $3,623-100.0% | $3,580-100.0% | $5,788-100.0% |
| Admin fee / account holder | $0 | $3,869-100.0% | $4,523-100.0% | $12,997-100.0% |