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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 | $281,323 | $108,882+158.4% | $96,754+190.8% | $154,746+81.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 16.34% | 98.39%-82.1pp | 82.04%-65.7pp | 172.34%-156.0pp |
| Employer contribution / active EE | $7,500 | $3,018+148.5% | $2,679+179.9% | $4,379+71.3% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |