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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 | $576,316 | $275,752+109.0% | $256,809+124.4% | $198,609+190.2% |
| Participation rate | 77.8% | 89.2%-11.4pp | 88.5%-10.8pp | 82.4%-4.6pp |
| Annual return | 18.76% | 34.81%-16.0pp | 32.73%-14.0pp | 202.70%-183.9pp |
| Employer contribution / active EE | $31,111 | $7,721+303.0% | $7,263+328.4% | $5,055+515.4% |
| Participant deferral / active EE | $1,667 | $10,037-83.4% | $9,520-82.5% | $6,977-76.1% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |