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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 | $676,482 | $112,131+503.3% | $95,964+604.9% | $158,982+325.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.48% | 171.19%-157.7pp | 91.64%-78.2pp | 302.99%-289.5pp |
| Employer contribution / active EE | $8,217 | $3,199+156.9% | $2,541+223.3% | $4,763+72.5% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |