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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 | $1,039,882 | $93,124+1016.7% | $77,100+1248.8% | $134,545+672.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.02% | 62.68%-80.7pp | 42.35%-60.4pp | 418.37%-436.4pp |
| Employer contribution / active EE | $50,000 | $3,421+1361.4% | $2,815+1676.3% | $4,742+954.5% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |