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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 | $664,690 | $227,399+192.3% | $189,758+250.3% | $198,609+234.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 4.49% | 61.03%-56.5pp | 52.62%-48.1pp | 202.70%-198.2pp |
| Employer contribution / active EE | $6,472 | $5,526+17.1% | $4,767+35.8% | $5,055+28.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $259 | $25,162-99.0% | $20,388-98.7% | $19,030-98.6% |