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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 | $321,337 | $176,105+82.5% | $159,474+101.5% | $167,536+91.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.85% | 331.91%-317.1pp | 263.68%-248.8pp | 478.82%-464.0pp |
| Employer contribution / active EE | $8,258 | $5,299+55.8% | $4,831+70.9% | $4,839+70.6% |
| Participant deferral / active EE | $2,085 | $7,751-73.1% | $7,353-71.7% | $6,342-67.1% |
| Admin fee / account holder | $20 | $12,559-99.8% | $10,802-99.8% | $12,315-99.8% |