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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 | $276,997 | $167,504+65.4% | $151,628+82.7% | $134,509+105.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.81% | 7.81%-26.6pp | 3.34%-22.1pp | 418.13%-436.9pp |
| Employer contribution / active EE | $37,069 | $6,828+442.9% | $6,165+501.3% | $4,741+682.0% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |