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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 | $88,672+494.1% | $105,223+400.7% | $82,448+539.0% |
| Participation rate | 98.8% | 67.9%+30.9pp | 75.0%+23.8pp | 68.1%+30.7pp |
| Annual return | 0.00% | 30.86%-30.9pp | 180.65%-180.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $38,444 | $3,048+1161.3% | $3,689+942.3% | $2,551+1407.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $203 | $7,146-97.2% | $8,859-97.7% | $7,234-97.2% |