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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 | $318,998 | $157,304+102.8% | $141,197+125.9% | $152,909+108.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.04% | 64.34%-38.3pp | 71.41%-45.4pp | 345.46%-319.4pp |
| Employer contribution / active EE | $8,145 | $5,263+54.8% | $4,736+72.0% | $4,764+71.0% |
| Participant deferral / active EE | $64 | $7,111-99.1% | $6,710-99.0% | $5,851-98.9% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |