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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 | $279,359 | $175,259+59.4% | $149,723+86.6% | $139,487+100.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.93% | 166.82%-154.9pp | 134.50%-122.6pp | 373.84%-361.9pp |
| Employer contribution / active EE | $8,855 | $5,478+61.6% | $4,821+83.7% | $4,755+86.2% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |