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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 | $274,850 | $185,312+48.3% | $161,489+70.2% | $154,746+77.6% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 15.30% | 103.84%-88.5pp | 89.72%-74.4pp | 172.34%-157.0pp |
| Employer contribution / active EE | $13,541 | $4,769+183.9% | $4,268+217.2% | $4,379+209.2% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $9 | $18,654-100.0% | $16,006-99.9% | $14,365-99.9% |