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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 | $330,947 | $90,509+265.7% | $78,693+320.6% | $273,968+20.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 7.29% | 75.61%-68.3pp | 62.18%-54.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $18,289 | $3,175+476.0% | $2,850+541.7% | $4,869+275.7% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $5,264-100.0% | $4,511-100.0% | $10,132-100.0% |