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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 | $611,263 | $167,362+265.2% | $143,799+325.1% | $134,532+354.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.95% | 0.47%-17.4pp | -0.04%-16.9pp | 418.27%-435.2pp |
| Employer contribution / active EE | $25,000 | $5,620+344.8% | $4,952+404.8% | $4,741+427.3% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $100 | $18,094-99.4% | $14,677-99.3% | $11,429-99.1% |