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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 | $261,319 | $167,352+56.1% | $143,788+81.7% | $134,509+94.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.36% | 0.47%-9.8pp | -0.03%-9.3pp | 418.13%-427.5pp |
| Employer contribution / active EE | $8,750 | $5,620+55.7% | $4,952+76.7% | $4,741+84.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |