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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 | $269,173 | $85,790+213.8% | $67,313+299.9% | $135,380+98.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -1.01% | -0.54%-0.5pp | -4.08%+3.1pp | 519.81%-520.8pp |
| Employer contribution / active EE | $750 | $3,487-78.5% | $2,566-70.8% | $4,779-84.3% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |