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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 | $600,700 | $211,105+184.6% | $178,449+236.6% | $145,978+311.5% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 14.61% | 30.19%-15.6pp | 27.09%-12.5pp | 550.52%-535.9pp |
| Employer contribution / active EE | $11,875 | $4,569+159.9% | $3,951+200.6% | $4,662+154.7% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,277-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $12,017-100.0% | $10,362-100.0% | $13,400-100.0% |