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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 | $360,750 | $546,767-34.0% | $193,871+86.1% | $546,767-34.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 85.6%+14.4pp | 84.6%+15.4pp |
| Annual return | 12.70% | 10.55%+2.2pp | 15.27%-2.6pp | 10.55%+2.2pp |
| Employer contribution / active EE | $10,000 | $25,340-60.5% | $4,691+113.2% | $25,340-60.5% |
| Participant deferral / active EE | $0 | $3,729-100.0% | $2,779-100.0% | $3,729-100.0% |
| Admin fee / account holder | $0 | $48,677-100.0% | $12,948-100.0% | $48,677-100.0% |