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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 | $282,553 | $152,542+85.2% | $117,498+140.5% | $134,509+110.1% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | 8.22% | 53.02%-44.8pp | 29.75%-21.5pp | 418.13%-409.9pp |
| Employer contribution / active EE | $30,296 | $5,574+443.5% | $4,178+625.1% | $4,741+539.1% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $41 | $7,006-99.4% | $5,646-99.3% | $11,427-99.6% |