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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 | $394,431 | $162,821+142.2% | $133,978+194.4% | $158,982+148.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.49% | 41.95%-31.5pp | 45.10%-34.6pp | 302.99%-292.5pp |
| Employer contribution / active EE | $12,770 | $4,976+156.6% | $3,919+225.8% | $4,763+168.1% |
| Participant deferral / active EE | $1,420 | $5,910-76.0% | $5,047-71.9% | $5,983-76.3% |
| Admin fee / account holder | $192 | $11,742-98.4% | $8,930-97.8% | $11,252-98.3% |