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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 | $311,211 | $531,493-41.4% | $270,286+15.1% | $531,493-41.4% |
| Participation rate | 100.0% | 86.9%+13.1pp | 93.3%+6.7pp | 86.9%+13.1pp |
| Annual return | 30.77% | 9.90%+20.9pp | 2.13%+28.6pp | 9.90%+20.9pp |
| Employer contribution / active EE | $10,000 | $22,507-55.6% | $10,655-6.1% | $22,507-55.6% |
| Participant deferral / active EE | $0 | $6,071-100.0% | $3,981-100.0% | $6,071-100.0% |
| Admin fee / account holder | $0 | $42,466-100.0% | $13,990-100.0% | $42,466-100.0% |