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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 | $323,142 | $201,372+60.5% | $184,260+75.4% | $145,884+121.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.10% | 29.04%-13.9pp | 28.84%-13.7pp | 551.85%-536.7pp |
| Employer contribution / active EE | $6,250 | $7,024-11.0% | $6,427-2.8% | $4,662+34.1% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |