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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 | $436,281 | $183,592+137.6% | $155,574+180.4% | $145,877+199.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.22% | 61.37%-49.1pp | 64.87%-52.6pp | 551.28%-539.1pp |
| Employer contribution / active EE | $4,441 | $5,317-16.5% | $4,676-5.0% | $4,663-4.8% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $45 | $19,316-99.8% | $15,914-99.7% | $13,402-99.7% |