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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 | $291,067 | $92,219+215.6% | $76,766+279.2% | $135,382+115.0% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -0.49% | 5.46%-6.0pp | 2.43%-2.9pp | 519.77%-520.3pp |
| Employer contribution / active EE | $10,507 | $3,216+226.7% | $2,485+322.8% | $4,779+119.9% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,851-100.0% | $5,609-100.0% |
| Admin fee / account holder | $30 | $10,749-99.7% | $6,675-99.5% | $10,829-99.7% |