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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 | $395,673 | $95,915+312.5% | $79,580+397.2% | $134,532+194.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.28% | -2.71%-15.6pp | 0.15%-18.4pp | 418.27%-436.5pp |
| Employer contribution / active EE | $10,207 | $3,129+226.2% | $2,413+322.9% | $4,741+115.3% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |