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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 | $717,002 | $97,027+639.0% | $83,323+760.5% | $135,382+429.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.39% | 12.31%-15.7pp | 10.63%-14.0pp | 519.77%-523.2pp |
| Employer contribution / active EE | $28,700 | $4,143+592.7% | $3,379+749.5% | $4,779+500.6% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $8,427-100.0% | $7,539-100.0% | $10,829-100.0% |