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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 | $1,669,371 | $209,422+697.1% | $178,503+835.2% | $158,982+950.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 263.87% | 188.81%+75.1pp | 151.12%+112.8pp | 302.99%-39.1pp |
| Employer contribution / active EE | $55,574 | $5,707+873.8% | $5,011+1009.0% | $4,763+1066.8% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $36 | $17,079-99.8% | $13,987-99.7% | $11,252-99.7% |