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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 | $256,924 | $111,878+129.6% | $93,727+174.1% | $145,897+76.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 18.76% | 204.28%-185.5pp | 133.83%-115.1pp | 552.29%-533.5pp |
| Employer contribution / active EE | $5,442 | $3,092+76.0% | $2,421+124.7% | $4,663+16.7% |
| Participant deferral / active EE | $310 | $4,920-93.7% | $4,417-93.0% | $6,689-95.4% |
| Admin fee / account holder | $34 | $10,256-99.7% | $8,292-99.6% | $13,390-99.7% |