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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 | $1,701,272 | $152,597+1014.9% | $117,533+1347.5% | $134,532+1164.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.05% | 53.04%-65.1pp | 29.77%-41.8pp | 418.27%-430.3pp |
| Employer contribution / active EE | $62,985 | $5,576+1029.5% | $4,179+1407.1% | $4,741+1228.5% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |