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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 | $603,980 | $152,592+295.8% | $125,180+382.5% | $152,885+295.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 13.75% | 54.84%-41.1pp | 43.79%-30.0pp | 345.39%-331.6pp |
| Employer contribution / active EE | $14,248 | $4,947+188.0% | $3,866+268.6% | $4,763+199.1% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,435-100.0% | $9,703-100.0% | $11,598-100.0% |