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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 | $172,111+199.3% | $150,298+242.8% | $137,256+275.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.71% | 69.37%-57.7pp | 62.79%-51.1pp | 220.34%-208.6pp |
| Employer contribution / active EE | $4,598 | $4,636-0.8% | $4,154+10.7% | $4,156+10.6% |
| Participant deferral / active EE | $1,530 | $6,166-75.2% | $5,453-71.9% | $6,407-76.1% |
| Admin fee / account holder | $8 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |