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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 | $332,135 | $201,372+64.9% | $184,260+80.3% | $145,884+127.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.93% | 29.04%-18.1pp | 28.84%-17.9pp | 551.85%-540.9pp |
| Employer contribution / active EE | $14,940 | $7,024+112.7% | $6,427+132.4% | $4,662+220.4% |
| Participant deferral / active EE | $1,517 | $9,808-84.5% | $9,133-83.4% | $6,690-77.3% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |