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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 | $397,489 | $112,729+252.6% | $98,716+302.7% | $137,256+189.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.28% | 38.48%-17.2pp | 31.81%-10.5pp | 220.34%-199.1pp |
| Employer contribution / active EE | $12,085 | $2,725+343.4% | $2,279+430.4% | $4,156+190.8% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $124 | $10,129-98.8% | $8,703-98.6% | $12,270-99.0% |