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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 | $336,544 | $176,120+91.1% | $159,487+111.0% | $167,553+100.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.36% | 331.95%-315.6pp | 263.71%-247.3pp | 478.89%-462.5pp |
| Employer contribution / active EE | $33,506 | $5,299+532.3% | $4,831+593.5% | $4,840+592.3% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $33 | $12,561-99.7% | $10,804-99.7% | $12,316-99.7% |