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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 | $429,425 | $87,059+393.3% | $105,608+306.6% | $80,925+430.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 30.40% | 17.05%+13.4pp | 116.50%-86.1pp | 35.65%-5.2pp |
| Employer contribution / active EE | $3,381 | $2,396+41.1% | $3,167+6.8% | $2,756+22.7% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $99 | $8,443-98.8% | $11,028-99.1% | $6,940-98.6% |