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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 | $694,155 | $118,877+483.9% | $96,570+618.8% | $167,536+314.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.28% | 50.50%-41.2pp | 37.79%-28.5pp | 478.82%-469.5pp |
| Employer contribution / active EE | $13,800 | $3,121+342.2% | $2,357+485.5% | $4,839+185.2% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |