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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 | $262,039 | $115,796+126.3% | $101,264+158.8% | $158,950+64.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.07% | 56.15%-40.1pp | 46.48%-30.4pp | 302.91%-286.8pp |
| Employer contribution / active EE | $22,896 | $4,175+448.4% | $3,660+525.6% | $4,762+380.8% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $123 | $7,247-98.3% | $5,947-97.9% | $11,248-98.9% |