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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 | $767,341 | $167,504+358.1% | $151,628+406.1% | $134,509+470.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.31% | 7.81%-27.1pp | 3.34%-22.6pp | 418.13%-437.4pp |
| Employer contribution / active EE | $32,494 | $6,828+375.9% | $6,165+427.1% | $4,741+585.4% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $71 | $13,779-99.5% | $11,613-99.4% | $11,427-99.4% |