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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 | $304,902 | $93,124+227.4% | $77,100+295.5% | $134,545+126.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.56% | 62.68%-77.2pp | 42.35%-56.9pp | 418.37%-432.9pp |
| Employer contribution / active EE | $15,852 | $3,421+363.3% | $2,815+463.1% | $4,742+234.3% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $150 | $6,970-97.9% | $5,443-97.2% | $11,431-98.7% |