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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 | $436,846 | $96,558+352.4% | $80,977+439.5% | $273,972+59.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 2.89% | 15.14%-12.3pp | 17.11%-14.2pp | 41.46%-38.6pp |
| Employer contribution / active EE | $28,770 | $4,869+490.9% | $3,715+674.5% | $4,869+490.9% |
| 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% |