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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 | $455,818 | $131,835+245.7% | $108,582+319.8% | $273,972+66.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.51% | -91.57%+95.1pp | -51.70%+55.2pp | 41.46%-37.9pp |
| Employer contribution / active EE | $28,125 | $4,913+472.5% | $3,758+648.3% | $4,869+477.7% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |