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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 | $643,571 | $197,603+225.7% | $177,827+261.9% | $158,950+304.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.47% | 58.76%-50.3pp | 48.32%-39.8pp | 302.91%-294.4pp |
| Employer contribution / active EE | $2,383 | $6,698-64.4% | $5,918-59.7% | $4,762-50.0% |
| Participant deferral / active EE | $2,935 | $8,404-65.1% | $7,713-61.9% | $5,983-50.9% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |