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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 | $307,566 | $227,597+35.1% | $189,575+62.2% | $167,536+83.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 23.34% | 78.44%-55.1pp | 64.19%-40.9pp | 478.82%-455.5pp |
| Employer contribution / active EE | $40,777 | $5,316+667.0% | $4,412+824.2% | $4,839+742.7% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |