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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 | $274,186 | $107,353+155.4% | $92,903+195.1% | $152,885+79.3% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 21.51% | 145.62%-124.1pp | 109.43%-87.9pp | 345.39%-323.9pp |
| Employer contribution / active EE | $16,250 | $4,222+284.9% | $3,653+344.8% | $4,763+241.2% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |