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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 | $303,479 | $97,027+212.8% | $83,323+264.2% | $135,382+124.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.85% | 12.31%-21.2pp | 10.63%-19.5pp | 519.77%-528.6pp |
| Employer contribution / active EE | $21,241 | $4,143+412.7% | $3,379+528.7% | $4,779+344.5% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $8,427-100.0% | $7,539-100.0% | $10,829-100.0% |