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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 | $742,509 | $97,881+658.6% | $80,004+828.1% | $125,389+492.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 2.22% | 9.36%-7.1pp | 7.63%-5.4pp | 282.24%-280.0pp |
| Employer contribution / active EE | $6,667 | $3,128+113.2% | $2,473+169.6% | $4,866+37.0% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $17 | $6,278-99.7% | $5,033-99.7% | $9,541-99.8% |