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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 | $535,902 | $165,399+224.0% | $149,745+257.9% | $158,982+237.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.73% | 348.34%-337.6pp | 276.72%-266.0pp | 302.99%-292.3pp |
| Employer contribution / active EE | $933 | $5,105-81.7% | $4,646-79.9% | $4,763-80.4% |
| Participant deferral / active EE | $933 | $7,183-87.0% | $6,843-86.4% | $5,983-84.4% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |