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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 | $281,153 | $95,188+195.4% | $76,518+267.4% | $135,379+107.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 26.22% | 4.85%+21.4pp | -0.27%+26.5pp | 519.79%-493.6pp |
| Employer contribution / active EE | $279 | $3,303-91.6% | $2,647-89.5% | $4,779-94.2% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |