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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 | $296,627 | $165,351+79.4% | $149,710+98.1% | $158,931+86.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 21.56% | 348.19%-326.6pp | 276.63%-255.1pp | 302.86%-281.3pp |
| Employer contribution / active EE | $16,792 | $5,103+229.1% | $4,645+261.5% | $4,761+252.7% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |