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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 | $448,381 | $175,600+155.3% | $129,110+247.3% | $134,509+233.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -0.76% | -11.39%+10.6pp | -10.94%+10.2pp | 418.13%-418.9pp |
| Employer contribution / active EE | $24,358 | $6,355+283.3% | $5,052+382.2% | $4,741+413.8% |
| Participant deferral / active EE | $0 | $7,975-100.0% | $6,542-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $23,567-100.0% | $14,302-100.0% | $11,427-100.0% |