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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 | $398,575 | $162,785+144.8% | $133,959+197.5% | $158,950+150.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.86% | 41.94%-36.1pp | 45.09%-39.2pp | 302.91%-297.0pp |
| Employer contribution / active EE | $50,000 | $4,975+904.9% | $3,919+1176.0% | $4,762+950.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8 | $11,738-99.9% | $8,928-99.9% | $11,248-99.9% |