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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 | $336,345 | $183,516+83.3% | $155,534+116.3% | $145,884+130.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.47% | 61.43%-50.0pp | 64.92%-53.4pp | 551.85%-540.4pp |
| Employer contribution / active EE | $11,111 | $5,315+109.1% | $4,675+137.7% | $4,662+138.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |