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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 | $391,283 | $95,915+307.9% | $79,580+391.7% | $134,532+190.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.44% | -2.71%-14.7pp | 0.15%-17.6pp | 418.27%-435.7pp |
| Employer contribution / active EE | $13,800 | $3,129+341.1% | $2,413+471.8% | $4,741+191.1% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |