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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 | $360,965 | $181,896+98.4% | $156,551+130.6% | $273,972+31.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.46% | 30.74%-22.3pp | 32.23%-23.8pp | 41.46%-33.0pp |
| Employer contribution / active EE | $2,327 | $6,248-62.8% | $5,501-57.7% | $4,869-52.2% |
| Participant deferral / active EE | $245 | $5,550-95.6% | $4,871-95.0% | $5,287-95.4% |
| Admin fee / account holder | $250 | $15,560-98.4% | $13,028-98.1% | $10,133-97.5% |