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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 | $588,619 | $167,353+251.7% | $143,797+309.3% | $134,545+337.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.24% | 0.48%-1.7pp | -0.04%-1.2pp | 418.37%-419.6pp |
| Employer contribution / active EE | $18,074 | $5,620+221.6% | $4,952+265.0% | $4,742+281.2% |
| Participant deferral / active EE | $880 | $6,447-86.4% | $5,638-84.4% | $6,401-86.3% |
| Admin fee / account holder | $51 | $18,096-99.7% | $14,679-99.7% | $11,431-99.6% |