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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 | $270,678 | $227,291+19.1% | $214,702+26.1% | $155,188+74.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 12.70% | 60.08%-47.4pp | 54.55%-41.9pp | 148.84%-136.1pp |
| Employer contribution / active EE | $18,362 | $6,772+171.2% | $6,461+184.2% | $4,248+332.3% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $252 | $20,413-98.8% | $19,830-98.7% | $14,480-98.3% |