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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 | $526,831 | $93,345+464.4% | $119,126+342.2% | $87,485+502.2% |
| Participation rate | 98.8% | 68.7%+30.1pp | 75.8%+23.0pp | 68.9%+29.9pp |
| Annual return | 0.00% | 19.08%-19.1pp | 282.11%-282.1pp | 26.06%-26.1pp |
| Employer contribution / active EE | $38,444 | $3,172+1112.1% | $4,034+853.1% | $2,596+1380.8% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $203 | $8,039-97.5% | $10,693-98.1% | $7,775-97.4% |