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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 | $277,791 | $175,257+58.5% | $149,717+85.5% | $139,456+99.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.82% | 166.70%-150.9pp | 134.41%-118.6pp | 373.45%-357.6pp |
| Employer contribution / active EE | $24,737 | $5,477+351.7% | $4,820+413.2% | $4,753+420.5% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $264 | $16,156-98.4% | $13,213-98.0% | $11,407-97.7% |