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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 | $476,964 | $153,769+210.2% | $133,975+256.0% | $273,972+74.1% |
| Participation rate | 89.5% | 88.4%+1.1pp | 87.1%+2.4pp | 83.0%+6.5pp |
| Annual return | 8.65% | 36.51%-27.9pp | 29.29%-20.6pp | 41.46%-32.8pp |
| Employer contribution / active EE | $23,041 | $6,029+282.2% | $5,211+342.2% | $4,869+373.2% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |