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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 | $460,429 | $97,020+374.6% | $83,327+452.6% | $135,380+240.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.47% | 12.31%-14.8pp | 10.64%-13.1pp | 519.81%-522.3pp |
| Employer contribution / active EE | $21,477 | $4,144+418.3% | $3,379+535.6% | $4,779+349.4% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |