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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 | $491,287 | $167,352+193.6% | $143,788+241.7% | $134,509+265.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.92% | 0.47%-12.4pp | -0.03%-11.9pp | 418.13%-430.1pp |
| Employer contribution / active EE | $16,667 | $5,620+196.6% | $4,952+236.6% | $4,741+251.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $12 | $18,091-99.9% | $14,675-99.9% | $11,427-99.9% |