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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 | $645,361 | $217,432+196.8% | $185,849+247.2% | $167,536+285.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.27% | 148.42%-127.2pp | 122.10%-100.8pp | 478.82%-457.6pp |
| Employer contribution / active EE | $12,838 | $5,875+118.5% | $5,169+148.4% | $4,839+165.3% |
| Participant deferral / active EE | $1,300 | $6,357-79.6% | $5,569-76.7% | $6,342-79.5% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |