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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 | $1,720,012 | $84,518+1935.1% | $67,704+2440.5% | $125,388+1271.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -0.66% | 2.57%-3.2pp | 25.41%-26.1pp | 282.24%-282.9pp |
| Employer contribution / active EE | $14,782 | $3,292+349.0% | $2,559+477.5% | $4,866+203.8% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |