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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 | $361,820 | $171,492+111.0% | $150,734+140.0% | $198,609+82.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 15.38% | 804.70%-789.3pp | 600.81%-585.4pp | 202.70%-187.3pp |
| Employer contribution / active EE | $16,369 | $5,470+199.3% | $4,918+232.8% | $5,055+223.8% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $140 | $17,628-99.2% | $14,905-99.1% | $19,030-99.3% |