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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 | $265,158 | $99,032+167.7% | $80,022+231.4% | $135,380+95.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -3.94% | 15.39%-19.3pp | 11.22%-15.2pp | 519.81%-523.7pp |
| Employer contribution / active EE | $6,000 | $3,043+97.1% | $2,468+143.1% | $4,779+25.6% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |