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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 | $364,695 | $87,546+316.6% | $75,784+381.2% | $125,389+190.9% |
| Participation rate | 90.0% | 80.2%+9.8pp | 75.8%+14.2pp | 83.2%+6.8pp |
| Annual return | -0.67% | 13.49%-14.2pp | 9.68%-10.4pp | 282.24%-282.9pp |
| Employer contribution / active EE | $25,955 | $3,930+560.4% | $3,323+681.0% | $4,866+433.4% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |