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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 | $854,365 | $108,942+684.2% | $100,415+750.8% | $145,897+485.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 44.64% | 58.27%-13.6pp | 49.47%-4.8pp | 552.29%-507.7pp |
| Employer contribution / active EE | $1,245 | $4,422-71.8% | $3,943-68.4% | $4,663-73.3% |
| Participant deferral / active EE | $0 | $8,461-100.0% | $8,091-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |