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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 | $471,138 | $165,939+183.9% | $122,354+285.1% | $147,586+219.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 22.41% | 34.56%-12.1pp | 30.28%-7.9pp | 578.59%-556.2pp |
| Employer contribution / active EE | $28,053 | $5,754+387.5% | $4,051+592.5% | $4,876+475.3% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |