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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 | $271,171 | $201,264+34.7% | $184,185+47.2% | $145,978+85.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.21% | 29.00%-8.8pp | 28.81%-8.6pp | 550.52%-530.3pp |
| Employer contribution / active EE | $3,750 | $7,021-46.6% | $6,426-41.6% | $4,662-19.6% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |