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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 | $334,731 | $157,304+112.8% | $141,197+137.1% | $152,909+118.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 17.44% | 64.34%-46.9pp | 71.41%-54.0pp | 345.46%-328.0pp |
| Employer contribution / active EE | $12,820 | $5,263+143.6% | $4,736+170.7% | $4,764+169.1% |
| Participant deferral / active EE | $2,305 | $7,111-67.6% | $6,710-65.7% | $5,851-60.6% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |