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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 | $105,284+400.4% | $150,734+249.5% | $94,015+460.4% |
| Participation rate | 98.8% | 71.7%+27.1pp | 78.4%+20.4pp | 70.8%+28.0pp |
| Annual return | 0.00% | 15.67%-15.7pp | 600.81%-600.8pp | 17.84%-17.8pp |
| Employer contribution / active EE | $38,444 | $3,599+968.3% | $4,918+681.7% | $2,790+1277.9% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $203 | $9,839-97.9% | $14,905-98.6% | $8,951-97.7% |