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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 | $297,455 | $133,998+122.0% | $112,263+165.0% | $134,545+121.1% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -14.26% | 47.17%-61.4pp | 27.49%-41.8pp | 418.37%-432.6pp |
| Employer contribution / active EE | $8,730 | $4,040+116.1% | $3,636+140.1% | $4,742+84.1% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |