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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 | $88,624+364.3% | $103,000+299.5% | $88,624+364.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 100.0%0pp | 75.4%+24.6pp |
| Annual return | 10.36% | 20.98%-10.6pp | 22.96%-12.6pp | 20.98%-10.6pp |
| Employer contribution / active EE | $13,333 | $10,539+26.5% | $6,102+118.5% | $10,539+26.5% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $4,172-100.0% | $4,086-100.0% |
| Admin fee / account holder | $0 | $970-100.0% | $185-100.0% | $970-100.0% |