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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 | $482,039 | $97,020+396.8% | $83,322+478.5% | $135,379+256.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.96% | 12.31%-19.3pp | 10.64%-17.6pp | 519.79%-526.7pp |
| Employer contribution / active EE | $30,500 | $4,144+636.1% | $3,379+802.7% | $4,779+538.2% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |