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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 | $227,399+136.7% | $189,758+183.7% | $198,609+171.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 16.94% | 61.03%-44.1pp | 52.62%-35.7pp | 202.70%-185.8pp |
| Employer contribution / active EE | $8,860 | $5,526+60.3% | $4,767+85.9% | $5,055+75.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |