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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 | $641,145 | $113,941+462.7% | $94,229+580.4% | $125,389+411.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.16% | 5.29%-7.4pp | 10.68%-12.8pp | 282.24%-284.4pp |
| Employer contribution / active EE | $17,318 | $4,727+266.4% | $3,587+382.8% | $4,866+255.9% |
| Participant deferral / active EE | $1,300 | $5,179-74.9% | $4,320-69.9% | $5,352-75.7% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |