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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 | $508,696 | $167,415+203.9% | $140,514+262.0% | $198,609+156.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 25.62% | 13.85%+11.8pp | 14.36%+11.3pp | 202.70%-177.1pp |
| Employer contribution / active EE | $4,479 | $4,088+9.6% | $3,378+32.6% | $5,055-11.4% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $16,730-100.0% | $13,697-100.0% | $19,030-100.0% |