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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 | $537,081 | $97,020+453.6% | $83,327+544.5% | $135,380+296.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -1.00% | 12.31%-13.3pp | 10.64%-11.6pp | 519.81%-520.8pp |
| Employer contribution / active EE | $35,007 | $4,144+744.9% | $3,379+936.1% | $4,779+632.5% |
| 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% |