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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 | $411,470 | $289,147+42.3% | $125,864+226.9% | $289,147+42.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 84.4%+15.6pp | 80.8%+19.2pp |
| Annual return | 10.36% | 12.61%-2.2pp | 46.40%-36.0pp | 12.61%-2.2pp |
| Employer contribution / active EE | $13,333 | $13,617-2.1% | $4,881+173.1% | $13,617-2.1% |
| Participant deferral / active EE | $0 | $5,372-100.0% | $3,129-100.0% | $5,372-100.0% |
| Admin fee / account holder | $0 | $23,026-100.0% | $132-100.0% | $23,026-100.0% |