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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 | $267,771 | $65,712+307.5% | $57,196+368.2% | $273,972-2.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.94% | 22.01%-15.1pp | 14.59%-7.7pp | 41.46%-34.5pp |
| Employer contribution / active EE | $13,394 | $3,280+308.3% | $2,683+399.2% | $4,869+175.1% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |