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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 | $419,317 | $165,399+153.5% | $149,745+180.0% | $158,982+163.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.23% | 348.34%-338.1pp | 276.72%-266.5pp | 302.99%-292.8pp |
| Employer contribution / active EE | $11,333 | $5,105+122.0% | $4,646+144.0% | $4,763+138.0% |
| Participant deferral / active EE | $627 | $7,183-91.3% | $6,843-90.8% | $5,983-89.5% |
| Admin fee / account holder | $166 | $10,811-98.5% | $9,312-98.2% | $11,252-98.5% |