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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 | $275,965 | $72,388+281.2% | $111,392+147.7% | $64,173+330.0% |
| Participation rate | 97.5% | 70.5%+27.0pp | 78.9%+18.6pp | 69.6%+27.9pp |
| Annual return | -6.01% | -1.50%-4.5pp | -2.06%-4.0pp | 7.63%-13.6pp |
| Employer contribution / active EE | $10,403 | $3,000+246.8% | $4,328+140.4% | $2,381+336.9% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,567-100.0% | $3,470-100.0% |
| Admin fee / account holder | $268 | $5,719-95.3% | $12,266-97.8% | $4,887-94.5% |