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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 | $537,509 | $167,522+220.9% | $151,639+254.5% | $134,532+299.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.03% | 7.81%-18.8pp | 3.34%-14.4pp | 418.27%-429.3pp |
| Employer contribution / active EE | $22,909 | $6,828+235.5% | $6,165+271.6% | $4,741+383.2% |
| Participant deferral / active EE | $2,500 | $8,986-72.2% | $8,363-70.1% | $6,401-60.9% |
| Admin fee / account holder | $38 | $13,780-99.7% | $11,613-99.7% | $11,429-99.7% |