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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 | $274,092 | $124,330+120.5% | $109,173+151.1% | $167,536+63.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 55.71% | 26.04%+29.7pp | 25.75%+30.0pp | 478.82%-423.1pp |
| Employer contribution / active EE | $2,143 | $4,209-49.1% | $3,723-42.4% | $4,839-55.7% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $8 | $7,974-99.9% | $6,755-99.9% | $12,315-99.9% |