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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 | $211,224+184.4% | $178,505+236.5% | $145,897+311.7% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 14.61% | 30.28%-15.7pp | 27.16%-12.5pp | 552.29%-537.7pp |
| Employer contribution / active EE | $11,875 | $4,577+159.5% | $3,955+200.2% | $4,663+154.7% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |