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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 | $445,980 | $222,882+100.1% | $182,153+144.8% | $198,609+124.6% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.7%+34.3pp | 82.4%+17.6pp |
| Annual return | 17.60% | 38.53%-20.9pp | 35.04%-17.4pp | 202.70%-185.1pp |
| Employer contribution / active EE | $10,514 | $2,741+283.6% | $2,593+305.4% | $5,055+108.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,776-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6 | $8,972-99.9% | $9,477-99.9% | $19,030-100.0% |