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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 | $1,642,876 | $305,245+438.2% | $258,236+536.2% | $428,746+283.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 81.9%+18.1pp | 88.2%+11.8pp |
| Annual return | 21.80% | -5.74%+27.5pp | -3.31%+25.1pp | 331.92%-310.1pp |
| Employer contribution / active EE | $24,212 | $9,167+164.1% | $7,891+206.8% | $8,363+189.5% |
| Participant deferral / active EE | $0 | $5,791-100.0% | $5,237-100.0% | $5,961-100.0% |
| Admin fee / account holder | $0 | $16,482-100.0% | $14,475-100.0% | $31,735-100.0% |