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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 | $427,105 | $181,896+134.8% | $156,551+172.8% | $273,972+55.9% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 9.35% | 30.74%-21.4pp | 32.23%-22.9pp | 41.46%-32.1pp |
| Employer contribution / active EE | $9,488 | $6,248+51.9% | $5,501+72.5% | $4,869+94.9% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |