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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 | $600,700 | $210,698+185.1% | $178,014+237.4% | $145,959+311.6% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 14.61% | 386.27%-371.7pp | 294.80%-280.2pp | 561.95%-547.3pp |
| Employer contribution / active EE | $11,875 | $4,567+160.0% | $3,950+200.6% | $4,661+154.8% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |