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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 | $504,298 | $107,809+367.8% | $90,657+456.3% | $135,379+272.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 1.26% | -0.90%+2.2pp | 1.89%-0.6pp | 519.79%-518.5pp |
| Employer contribution / active EE | $2,860 | $3,018-5.2% | $2,532+13.0% | $4,779-40.2% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |