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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 | $360,688 | $174,018+107.3% | $136,833+163.6% | $198,609+81.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 9.56% | 35.16%-25.6pp | 35.32%-25.8pp | 202.70%-193.1pp |
| Employer contribution / active EE | $86 | $1,571-94.5% | $1,319-93.5% | $5,055-98.3% |
| Participant deferral / active EE | $86 | $2,873-97.0% | $2,441-96.5% | $6,977-98.8% |
| Admin fee / account holder | $0 | $5,434-100.0% | $4,706-100.0% | $19,030-100.0% |