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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 | $765,096 | $656,253+16.6% | $632,405+21.0% | $484,799+57.8% |
| Participation rate | 100.0% | 90.8%+9.2pp | 89.5%+10.5pp | 91.1%+8.9pp |
| Annual return | 13.23% | 2.20%+11.0pp | 2.81%+10.4pp | 5.95%+7.3pp |
| Employer contribution / active EE | $28,893 | $32,826-12.0% | $32,215-10.3% | $27,493+5.1% |
| Participant deferral / active EE | $0 | $3,319-100.0% | $3,300-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $16,461-100.0% | $30,649-100.0% | $18,209-100.0% |