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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 | $393,925 | $228,352+72.5% | $185,835+112.0% | $158,966+147.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 20.55% | 40.81%-20.3pp | 35.96%-15.4pp | 302.95%-282.4pp |
| Employer contribution / active EE | $30,694 | $4,967+518.0% | $4,087+650.9% | $4,762+544.5% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |