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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 | $292,325 | $183,592+59.2% | $155,574+87.9% | $145,877+100.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 15.72% | 61.37%-45.6pp | 64.87%-49.1pp | 551.28%-535.6pp |
| Employer contribution / active EE | $2,189 | $5,317-58.8% | $4,676-53.2% | $4,663-53.1% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |