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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 | $273,409 | $140,578+94.5% | $100,671+171.6% | $125,393+118.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.79% | 24.67%-23.9pp | 20.43%-19.6pp | 282.23%-281.4pp |
| Employer contribution / active EE | $14,369 | $5,965+140.9% | $4,012+258.1% | $4,866+195.3% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,351-100.0% |
| Admin fee / account holder | $136 | $6,716-98.0% | $4,850-97.2% | $9,541-98.6% |