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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 | $250,315 | $58,057+331.2% | $97,032+158.0% | $86,983+187.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 17.03% | 22.26%-5.2pp | 35.38%-18.3pp | 25.83%-8.8pp |
| Employer contribution / active EE | $7,647 | $1,663+359.7% | $2,629+190.9% | $2,584+195.9% |
| Participant deferral / active EE | $0 | $3,244-100.0% | $4,672-100.0% | $4,194-100.0% |
| Admin fee / account holder | $0 | $4,839-100.0% | $9,418-100.0% | $7,856-100.0% |