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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 | $291,525 | $185,883+56.8% | $170,043+71.4% | $139,466+109.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.21% | 60.54%-49.3pp | 53.40%-42.2pp | 373.66%-362.5pp |
| Employer contribution / active EE | $2,174 | $7,596-71.4% | $6,790-68.0% | $4,754-54.3% |
| Participant deferral / active EE | $2,412 | $11,626-79.3% | $10,410-76.8% | $6,712-64.1% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |