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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 | $404,086 | $181,896+122.2% | $156,551+158.1% | $273,972+47.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.49% | 30.74%-20.2pp | 32.23%-21.7pp | 41.46%-31.0pp |
| Employer contribution / active EE | $3,590 | $6,248-42.5% | $5,501-34.7% | $4,869-26.3% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |