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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 | $258,713 | $167,522+54.4% | $151,639+70.6% | $134,532+92.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.39% | 7.81%-26.2pp | 3.34%-21.7pp | 418.27%-436.7pp |
| Employer contribution / active EE | $2,468 | $6,828-63.8% | $6,165-60.0% | $4,741-47.9% |
| Participant deferral / active EE | $2,602 | $8,986-71.0% | $8,363-68.9% | $6,401-59.4% |
| Admin fee / account holder | $246 | $13,780-98.2% | $11,613-97.9% | $11,429-97.9% |