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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 | $335,224 | $133,981+150.2% | $112,249+198.6% | $134,532+149.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.20% | 47.16%-58.4pp | 27.48%-38.7pp | 418.27%-429.5pp |
| Employer contribution / active EE | $3,061 | $4,040-24.2% | $3,636-15.8% | $4,741-35.4% |
| Participant deferral / active EE | $1,394 | $5,292-73.7% | $4,729-70.5% | $6,401-78.2% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |