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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 | $281,595 | $67,396+317.8% | $60,919+362.2% | $134,545+109.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 36.91% | 50.12%-13.2pp | 16.96%+19.9pp | 418.37%-381.5pp |
| Employer contribution / active EE | $2,620 | $3,101-15.5% | $2,704-3.1% | $4,742-44.7% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |