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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 | $776,214 | $174,379+345.1% | $152,093+410.4% | $138,895+458.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.88% | 74.86%-56.0pp | 66.36%-47.5pp | 145.39%-126.5pp |
| Employer contribution / active EE | $3,333 | $4,652-28.3% | $4,175-20.2% | $4,194-20.5% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $120 | $16,880-99.3% | $14,497-99.2% | $12,562-99.0% |