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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 | $279,348 | $215,361+29.7% | $171,082+63.3% | $273,972+2.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.90% | 25.14%-17.2pp | 32.56%-24.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $338 | $4,967-93.2% | $4,002-91.6% | $4,869-93.1% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $107 | $10,846-99.0% | $8,520-98.7% | $10,133-98.9% |