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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 | $398,465 | $93,346+326.9% | $71,796+455.0% | $273,972+45.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 3.34% | 130.39%-127.1pp | 78.04%-74.7pp | 41.46%-38.1pp |
| Employer contribution / active EE | $50,000 | $2,733+1729.3% | $1,924+2498.2% | $4,869+927.0% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |