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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 | $344,323 | $152,619+125.6% | $125,195+175.0% | $152,909+125.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.61% | 54.85%-34.2pp | 43.79%-23.2pp | 345.46%-324.9pp |
| Employer contribution / active EE | $12,737 | $4,947+157.4% | $3,866+229.4% | $4,764+167.4% |
| Participant deferral / active EE | $1,320 | $5,869-77.5% | $4,937-73.3% | $5,851-77.4% |
| Admin fee / account holder | $1 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |