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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 | $268,119 | $110,212+143.3% | $96,534+177.7% | $139,466+92.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.14% | 26.42%-15.3pp | 25.88%-14.7pp | 373.66%-362.5pp |
| Employer contribution / active EE | $14,286 | $3,620+294.6% | $2,965+381.7% | $4,754+200.5% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $204 | $11,599-98.2% | $8,253-97.5% | $11,409-98.2% |