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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 | $361,312 | $124,351+190.6% | $109,188+230.9% | $167,553+115.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.18% | 26.04%-7.9pp | 25.76%-7.6pp | 478.89%-460.7pp |
| Employer contribution / active EE | $16,552 | $4,210+293.2% | $3,723+344.6% | $4,840+242.0% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $12 | $7,975-99.8% | $6,755-99.8% | $12,316-99.9% |