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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 | $582,095 | $167,522+247.5% | $151,639+283.9% | $134,532+332.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.19% | 7.81%-24.0pp | 3.34%-19.5pp | 418.27%-434.5pp |
| Employer contribution / active EE | $2,917 | $6,828-57.3% | $6,165-52.7% | $4,741-38.5% |
| Participant deferral / active EE | $800 | $8,986-91.1% | $8,363-90.4% | $6,401-87.5% |
| Admin fee / account holder | $50 | $13,780-99.6% | $11,613-99.6% | $11,429-99.6% |