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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 | $366,892 | $162,821+125.3% | $133,978+173.8% | $158,982+130.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.87% | 41.95%-24.1pp | 45.10%-27.2pp | 302.99%-285.1pp |
| Employer contribution / active EE | $10,983 | $4,976+120.7% | $3,919+180.3% | $4,763+130.6% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |