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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 | $1,096,280 | $129,960+743.5% | $104,299+951.1% | $134,545+714.8% |
| Participation rate | 80.0% | 79.5%+0.5pp | 73.3%+6.7pp | 81.2%-1.2pp |
| Annual return | -18.75% | 42.06%-60.8pp | 24.62%-43.4pp | 418.37%-437.1pp |
| Employer contribution / active EE | $25,877 | $4,186+518.2% | $3,373+667.2% | $4,742+445.7% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,324-100.0% | $7,339-100.0% | $11,431-100.0% |