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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 | $397,489 | $156,616+153.8% | $133,346+198.1% | $198,609+100.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 21.28% | 44.25%-23.0pp | 36.85%-15.6pp | 202.70%-181.4pp |
| Employer contribution / active EE | $12,085 | $3,368+258.8% | $2,853+323.5% | $5,055+139.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $124 | $17,468-99.3% | $14,264-99.1% | $19,030-99.3% |