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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 | $262,631 | $168,635+55.7% | $147,617+77.9% | $125,389+109.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.05% | 77.65%-75.6pp | 61.98%-59.9pp | 282.24%-280.2pp |
| Employer contribution / active EE | $9,715 | $6,252+55.4% | $5,564+74.6% | $4,866+99.6% |
| Participant deferral / active EE | $1,000 | $5,507-81.8% | $4,895-79.6% | $5,352-81.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |