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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 | $520,775 | $127,790+307.5% | $106,555+388.7% | $167,536+210.8% |
| Participation rate | 75.0% | 78.3%-3.3pp | 76.1%-1.1pp | 82.1%-7.1pp |
| Annual return | 34.36% | 33.88%+0.5pp | 26.80%+7.6pp | 478.82%-444.5pp |
| Employer contribution / active EE | $1,350 | $3,428-60.6% | $2,819-52.1% | $4,839-72.1% |
| Participant deferral / active EE | $1,350 | $5,088-73.5% | $4,399-69.3% | $6,342-78.7% |
| Admin fee / account holder | $0 | $11,229-100.0% | $7,408-100.0% | $12,315-100.0% |