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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 | $574,076 | $133,981+328.5% | $112,249+411.4% | $134,532+326.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -1.09% | 47.16%-48.3pp | 27.48%-28.6pp | 418.27%-419.4pp |
| Employer contribution / active EE | $6,150 | $4,040+52.2% | $3,636+69.1% | $4,741+29.7% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $33 | $7,492-99.6% | $6,412-99.5% | $11,429-99.7% |