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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 | $717,462 | $99,668+619.9% | $86,451+729.9% | $134,545+433.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 4639.99% | 6789.61%-2149.6pp | 4398.51%+241.5pp | 418.37%+4221.6pp |
| Employer contribution / active EE | $3,050 | $4,403-30.7% | $3,770-19.1% | $4,742-35.7% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $8,377-100.0% | $6,734-100.0% | $11,431-100.0% |