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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 | $530,612 | $108,912+387.2% | $100,383+428.6% | $145,959+263.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 34.93% | 57.96%-23.0pp | 49.26%-14.3pp | 561.95%-527.0pp |
| Employer contribution / active EE | $677 | $4,423-84.7% | $3,944-82.8% | $4,661-85.5% |
| Participant deferral / active EE | $0 | $8,451-100.0% | $8,086-100.0% | $6,689-100.0% |
| Admin fee / account holder | $67 | $9,690-99.3% | $7,900-99.2% | $13,398-99.5% |