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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 | $515,734 | $181,896+183.5% | $156,551+229.4% | $273,972+88.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 26.23% | 30.74%-4.5pp | 32.23%-6.0pp | 41.46%-15.2pp |
| Employer contribution / active EE | $2,444 | $6,248-60.9% | $5,501-55.6% | $4,869-49.8% |
| Participant deferral / active EE | $1,425 | $5,550-74.3% | $4,871-70.8% | $5,287-73.1% |
| Admin fee / account holder | $72 | $15,560-99.5% | $13,028-99.4% | $10,133-99.3% |