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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 | $287,664 | $209,336+37.4% | $197,124+45.9% | $137,256+109.6% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 14.87% | 48.09%-33.2pp | 44.34%-29.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,722 | $6,591-73.9% | $6,227-72.3% | $4,156-58.6% |
| Participant deferral / active EE | $2,076 | $9,614-78.4% | $9,135-77.3% | $6,407-67.6% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |