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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 | $262,969 | $103,393+154.3% | $87,103+201.9% | $152,909+72.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 18.89% | 28.10%-9.2pp | 28.19%-9.3pp | 345.46%-326.6pp |
| Employer contribution / active EE | $6,667 | $3,221+107.0% | $2,521+164.4% | $4,764+39.9% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $18 | $12,195-99.9% | $7,491-99.8% | $11,601-99.8% |