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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 | $256,747 | $197,594+29.9% | $177,822+44.4% | $158,931+61.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 61.54% | 58.76%+2.8pp | 48.32%+13.2pp | 302.86%-241.3pp |
| Employer contribution / active EE | $4,576 | $6,697-31.7% | $5,918-22.7% | $4,761-3.9% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $15,400-100.0% | $12,428-100.0% | $11,247-100.0% |