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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 | $487,577 | $106,918+356.0% | $84,021+480.3% | $152,897+218.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 9.27% | 105.01%-95.7pp | 71.32%-62.0pp | 345.43%-336.2pp |
| Employer contribution / active EE | $10,563 | $2,735+286.2% | $1,984+432.4% | $4,764+121.7% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |