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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 | $289,488 | $115,796+150.0% | $101,264+185.9% | $158,950+82.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.44% | 56.15%-34.7pp | 46.48%-25.0pp | 302.91%-281.5pp |
| Employer contribution / active EE | $6,771 | $4,175+62.2% | $3,660+85.0% | $4,762+42.2% |
| Participant deferral / active EE | $861 | $4,958-82.6% | $4,370-80.3% | $5,983-85.6% |
| Admin fee / account holder | $8 | $7,247-99.9% | $5,947-99.9% | $11,248-99.9% |