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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 | $1,195,682 | $198,462+502.5% | $170,439+601.5% | $147,585+710.2% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 17.56% | 257.30%-239.7pp | 205.94%-188.4pp | 578.58%-561.0pp |
| Employer contribution / active EE | $20,497 | $6,184+231.5% | $5,433+277.3% | $4,876+320.3% |
| Participant deferral / active EE | $1,175 | $5,629-79.1% | $4,939-76.2% | $5,439-78.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |