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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 | $396,899 | $67,823+485.2% | $52,425+657.1% | $137,256+189.2% |
| Participation rate | 86.4% | 63.9%+22.5pp | 55.6%+30.7pp | 80.0%+6.4pp |
| Annual return | 15.67% | 219.11%-203.4pp | 302.12%-286.5pp | 220.34%-204.7pp |
| Employer contribution / active EE | $7,043 | $1,163+505.6% | $914+670.4% | $4,156+69.5% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |