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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 | $267,488 | $160,028+67.2% | $147,080+81.9% | $145,884+83.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 12.16% | 98.60%-86.4pp | 420.17%-408.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $7,731 | $5,286+46.3% | $4,933+56.7% | $4,662+65.8% |
| Participant deferral / active EE | $1,700 | $8,422-79.8% | $8,066-78.9% | $6,690-74.6% |
| Admin fee / account holder | $107 | $15,030-99.3% | $12,989-99.2% | $13,392-99.2% |