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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 | $504,793 | $183,539+175.0% | $155,556+224.5% | $145,897+246.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.06% | 61.31%-51.2pp | 64.84%-54.8pp | 552.29%-542.2pp |
| Employer contribution / active EE | $7,500 | $5,315+41.1% | $4,675+60.4% | $4,663+60.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |