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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 | $1,163,886 | $167,533+594.7% | $151,645+667.5% | $134,545+765.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.07% | 7.81%-27.9pp | 3.34%-23.4pp | 418.37%-438.4pp |
| Employer contribution / active EE | $31,226 | $6,828+357.3% | $6,165+406.5% | $4,742+558.6% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |