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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 | $565,707 | $125,778+349.8% | $114,563+393.8% | $154,746+265.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 17.34% | 295.14%-277.8pp | 241.09%-223.8pp | 172.34%-155.0pp |
| Employer contribution / active EE | $34,854 | $2,806+1142.2% | $2,592+1244.6% | $4,379+695.9% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |