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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 | $542,349 | $171,867+215.6% | $149,718+262.2% | $147,585+267.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.21% | 2113.36%-2102.2pp | 1501.70%-1490.5pp | 578.57%-567.4pp |
| Employer contribution / active EE | $21,417 | $6,275+241.3% | $5,444+293.4% | $4,876+339.2% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |