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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 | $458,876 | $209,422+119.1% | $178,503+157.1% | $158,982+188.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.56% | 188.81%-177.2pp | 151.12%-139.6pp | 302.99%-291.4pp |
| Employer contribution / active EE | $11,833 | $5,707+107.3% | $5,011+136.1% | $4,763+148.4% |
| Participant deferral / active EE | $1,972 | $5,955-66.9% | $5,202-62.1% | $5,983-67.0% |
| Admin fee / account holder | $19 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |