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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 | $826,768 | $227,291+263.7% | $214,702+285.1% | $155,188+432.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 18.69% | 60.08%-41.4pp | 54.55%-35.9pp | 148.84%-130.1pp |
| Employer contribution / active EE | $6,520 | $6,772-3.7% | $6,461+0.9% | $4,248+53.5% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $170 | $20,413-99.2% | $19,830-99.1% | $14,480-98.8% |