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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 | $278,176 | $124,425+123.6% | $112,040+148.3% | $137,256+102.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 10.63% | 24.72%-14.1pp | 24.52%-13.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $10,387 | $3,411+204.5% | $2,954+251.6% | $4,156+149.9% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |