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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 | $653,532 | $89,515+630.1% | $103,486+531.5% | $80,935+707.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.7%+32.3pp |
| Annual return | 18.94% | 22.82%-3.9pp | 23.93%-5.0pp | 35.66%-16.7pp |
| Employer contribution / active EE | $34,792 | $4,015+766.5% | $4,679+643.5% | $2,757+1162.1% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $6,628-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $6,527-100.0% | $9,354-100.0% | $6,924-100.0% |