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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 | $408,066 | $185,883+119.5% | $170,043+140.0% | $139,466+192.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.05% | 60.54%-43.5pp | 53.40%-36.4pp | 373.66%-356.6pp |
| Employer contribution / active EE | $8,000 | $7,596+5.3% | $6,790+17.8% | $4,754+68.3% |
| Participant deferral / active EE | $1,812 | $11,626-84.4% | $10,410-82.6% | $6,712-73.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |