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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 | $260,475 | $165,399+57.5% | $149,745+73.9% | $158,982+63.8% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 14.72% | 348.34%-333.6pp | 276.72%-262.0pp | 302.99%-288.3pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $939 | $7,183-86.9% | $6,843-86.3% | $5,983-84.3% |
| Admin fee / account holder | $38 | $10,811-99.6% | $9,312-99.6% | $11,252-99.7% |