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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 | $1,184,845 | $198,457+497.0% | $170,435+595.2% | $147,586+702.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.17% | 257.30%-239.1pp | 205.94%-187.8pp | 578.59%-560.4pp |
| Employer contribution / active EE | $55,250 | $6,183+793.6% | $5,432+917.1% | $4,876+1033.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $213 | $16,852-98.7% | $13,881-98.5% | $10,886-98.0% |