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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 | $408,586 | $223,823+82.5% | $211,142+93.5% | $154,746+164.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.46% | 50.39%-35.9pp | 46.84%-32.4pp | 172.34%-157.9pp |
| Employer contribution / active EE | $21,868 | $6,787+222.2% | $6,442+239.5% | $4,379+399.4% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |