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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 | $662,856 | $77,908+750.8% | $149,696+342.8% | $75,173+781.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.09% | 31.73%-11.6pp | 134.46%-114.4pp | 160.72%-140.6pp |
| Employer contribution / active EE | $61,461 | $3,138+1858.8% | $4,821+1174.9% | $2,671+2201.1% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $295 | $5,950-95.0% | $13,212-97.8% | $5,651-94.8% |