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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 | $538,299 | $172,111+212.8% | $150,298+258.2% | $137,256+292.2% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 16.94% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $8,860 | $4,636+91.1% | $4,154+113.3% | $4,156+113.2% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |