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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 | $395,983 | $115,814+241.9% | $101,275+291.0% | $158,982+149.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.95% | 56.16%-34.2pp | 46.48%-24.5pp | 302.99%-281.0pp |
| Employer contribution / active EE | $19,429 | $4,176+365.3% | $3,660+430.8% | $4,763+307.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12 | $7,249-99.8% | $5,948-99.8% | $11,252-99.9% |