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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 | $599,086 | $124,346+381.8% | $111,306+438.2% | $167,553+257.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 20.12% | 37.46%-17.3pp | 54.67%-34.5pp | 478.89%-458.8pp |
| Employer contribution / active EE | $20,000 | $3,438+481.8% | $2,732+632.1% | $4,840+313.3% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,316-100.0% |