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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 | $288,016 | $212,777+35.4% | $173,703+65.8% | $198,609+45.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 15.09% | 18.82%-3.7pp | 17.46%-2.4pp | 202.70%-187.6pp |
| Employer contribution / active EE | $12,308 | $5,214+136.1% | $4,288+187.1% | $5,055+143.5% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $19,536-100.0% | $15,562-100.0% | $19,030-100.0% |