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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 | $395,448 | $239,571+65.1% | $183,328+115.7% | $137,256+188.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 14.47% | 35.69%-21.2pp | 29.67%-15.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $16,013 | $6,148+160.5% | $5,055+216.8% | $4,156+285.3% |
| Participant deferral / active EE | $0 | $7,995-100.0% | $6,795-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $30,059-100.0% | $21,427-100.0% | $12,270-100.0% |