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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 | $410,531 | $96,558+325.2% | $80,977+407.0% | $273,972+49.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.59% | 15.14%-8.6pp | 17.11%-10.5pp | 41.46%-34.9pp |
| Employer contribution / active EE | $15,214 | $4,869+212.5% | $3,715+309.6% | $4,869+212.5% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |