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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 | $181,062+51.8% | $158,223+73.7% | $155,188+77.1% |
| Participation rate | 85.7% | 82.7%+3.1pp | 79.2%+6.5pp | 80.8%+4.9pp |
| Annual return | 15.30% | 57.39%-42.1pp | 52.09%-36.8pp | 148.84%-133.5pp |
| Employer contribution / active EE | $13,541 | $4,565+196.6% | $4,109+229.6% | $4,248+218.8% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $9 | $18,825-100.0% | $16,047-99.9% | $14,480-99.9% |