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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 | $602,066 | $479,618+25.5% | $181,741+231.3% | $479,618+25.5% |
| Participation rate | 100.0% | 89.3%+10.7pp | 70.5%+29.5pp | 89.3%+10.7pp |
| Annual return | 0.76% | 101.32%-100.6pp | -11.73%+12.5pp | 101.32%-100.6pp |
| Employer contribution / active EE | $350,000 | $22,484+1456.6% | $39,148+794.0% | $22,484+1456.6% |
| Participant deferral / active EE | $0 | $7,699-100.0% | $3,535-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $12,520-100.0% | $2,886-100.0% | $12,520-100.0% |