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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 | $345,819 | $167,323+106.7% | $143,770+140.5% | $134,493+157.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.85% | 0.47%-16.3pp | -0.04%-15.8pp | 418.01%-433.9pp |
| Employer contribution / active EE | $14,370 | $5,619+155.7% | $4,951+190.2% | $4,740+203.2% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $12 | $18,088-99.9% | $14,673-99.9% | $11,425-99.9% |