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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 | $212,386+35.4% | $199,883+43.9% | $138,895+107.1% |
| Participation rate | 83.3% | 87.4%-4.0pp | 86.8%-3.4pp | 79.9%+3.4pp |
| Annual return | 14.87% | 47.75%-32.9pp | 43.81%-28.9pp | 145.39%-130.5pp |
| Employer contribution / active EE | $1,722 | $6,625-74.0% | $6,261-72.5% | $4,194-58.9% |
| Participant deferral / active EE | $2,076 | $9,617-78.4% | $9,138-77.3% | $6,396-67.5% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |