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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 | $269,986 | $209,428+28.9% | $178,498+51.3% | $158,950+69.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.31% | 188.78%-182.5pp | 151.09%-144.8pp | 302.91%-296.6pp |
| Employer contribution / active EE | $12,480 | $5,707+118.7% | $5,011+149.1% | $4,762+162.1% |
| Participant deferral / active EE | $1,714 | $5,955-71.2% | $5,202-67.0% | $5,983-71.3% |
| Admin fee / account holder | $255 | $17,077-98.5% | $13,985-98.2% | $11,248-97.7% |