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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 | $331,096 | $140,578+135.5% | $100,671+228.9% | $125,389+164.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 1.21% | 24.67%-23.5pp | 20.43%-19.2pp | 282.24%-281.0pp |
| Employer contribution / active EE | $11,647 | $5,965+95.3% | $4,012+190.3% | $4,866+139.4% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |