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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 | $515,206 | $185,312+178.0% | $161,489+219.0% | $154,746+232.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.71% | 103.84%-92.1pp | 89.72%-78.0pp | 172.34%-160.6pp |
| Employer contribution / active EE | $4,598 | $4,769-3.6% | $4,268+7.7% | $4,379+5.0% |
| Participant deferral / active EE | $1,530 | $6,350-75.9% | $5,630-72.8% | $6,730-77.3% |
| Admin fee / account holder | $8 | $18,654-100.0% | $16,006-99.9% | $14,365-99.9% |