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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 | $108,942+387.1% | $100,415+428.4% | $145,897+263.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 34.93% | 58.27%-23.3pp | 49.47%-14.5pp | 552.29%-517.4pp |
| Employer contribution / active EE | $677 | $4,422-84.7% | $3,943-82.8% | $4,663-85.5% |
| Participant deferral / active EE | $0 | $8,461-100.0% | $8,091-100.0% | $6,689-100.0% |
| Admin fee / account holder | $67 | $9,702-99.3% | $7,906-99.2% | $13,390-99.5% |