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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 | $305,051 | $167,352+82.3% | $143,788+112.2% | $134,509+126.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.18% | 0.47%-11.7pp | -0.03%-11.1pp | 418.13%-429.3pp |
| Employer contribution / active EE | $33,908 | $5,620+503.3% | $4,952+584.8% | $4,741+615.3% |
| Participant deferral / active EE | $1,237 | $6,447-80.8% | $5,638-78.1% | $6,400-80.7% |
| Admin fee / account holder | $226 | $18,091-98.7% | $14,675-98.5% | $11,427-98.0% |