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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 | $433,382 | $96,691+348.2% | $86,656+400.1% | $139,487+210.7% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 1600.36% | 106.87%+1493.5pp | 593.09%+1007.3pp | 373.84%+1226.5pp |
| Employer contribution / active EE | $6,791 | $3,267+107.9% | $3,025+124.5% | $4,755+42.8% |
| Participant deferral / active EE | $104 | $4,838-97.8% | $4,439-97.6% | $6,713-98.4% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |