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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 | $423,122 | $223,823+89.0% | $211,142+100.4% | $154,746+173.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 39.93% | 50.39%-10.5pp | 46.84%-6.9pp | 172.34%-132.4pp |
| Employer contribution / active EE | $1,702 | $6,787-74.9% | $6,442-73.6% | $4,379-61.1% |
| Participant deferral / active EE | $2,015 | $9,750-79.3% | $9,284-78.3% | $6,730-70.1% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |