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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 | $560,319 | $101,069+454.4% | $81,478+587.7% | $147,585+279.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 8.61% | 32.40%-23.8pp | 38.78%-30.2pp | 578.57%-570.0pp |
| Employer contribution / active EE | $41,388 | $3,205+1191.3% | $2,568+1511.9% | $4,876+748.7% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |