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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 | $308,388 | $183,592+68.0% | $155,567+98.2% | $145,959+111.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.54% | 61.24%-37.7pp | 64.74%-41.2pp | 561.95%-538.4pp |
| Employer contribution / active EE | $1,746 | $5,315-67.1% | $4,674-62.6% | $4,661-62.5% |
| Participant deferral / active EE | $1,333 | $6,464-79.4% | $5,628-76.3% | $6,689-80.1% |
| Admin fee / account holder | $37 | $19,318-99.8% | $15,916-99.8% | $13,398-99.7% |