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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 | $270,024 | $136,860+97.3% | $120,344+124.4% | $154,746+74.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 9.16% | 21.38%-12.2pp | 20.30%-11.1pp | 172.34%-163.2pp |
| Employer contribution / active EE | $6,910 | $3,533+95.6% | $3,020+128.8% | $4,379+57.8% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $10 | $15,393-99.9% | $12,742-99.9% | $14,365-99.9% |