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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 | $270,846 | $197,637+37.0% | $177,848+52.3% | $158,982+70.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.32% | 58.77%-44.4pp | 48.33%-34.0pp | 302.99%-288.7pp |
| Employer contribution / active EE | $7,415 | $6,698+10.7% | $5,919+25.3% | $4,763+55.7% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $20 | $15,406-99.9% | $12,431-99.8% | $11,252-99.8% |