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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 | $408,135 | $97,027+320.6% | $83,323+389.8% | $135,382+201.5% |
| Participation rate | 85.7% | 80.4%+5.3pp | 77.8%+8.0pp | 82.6%+3.1pp |
| Annual return | -2.04% | 12.31%-14.3pp | 10.63%-12.7pp | 519.77%-521.8pp |
| Employer contribution / active EE | $3,095 | $4,143-25.3% | $3,379-8.4% | $4,779-35.2% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $8,427-100.0% | $7,539-100.0% | $10,829-100.0% |