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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 | $304,388 | $152,542+99.5% | $117,498+159.1% | $134,509+126.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -10.30% | 53.02%-63.3pp | 29.75%-40.1pp | 418.13%-428.4pp |
| Employer contribution / active EE | $64,142 | $5,574+1050.7% | $4,178+1435.3% | $4,741+1253.1% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $7,006-100.0% | $5,646-100.0% | $11,427-100.0% |