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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 | $388,966 | $160,028+143.1% | $147,080+164.5% | $145,884+166.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.45% | 98.60%-86.1pp | 420.17%-407.7pp | 551.85%-539.4pp |
| Employer contribution / active EE | $11,680 | $5,286+121.0% | $4,933+136.8% | $4,662+150.5% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $80 | $15,030-99.5% | $12,989-99.4% | $13,392-99.4% |