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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 | $560,807 | $202,345+177.2% | $172,755+224.6% | $152,885+266.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 28.37% | 1029.77%-1001.4pp | 802.94%-774.6pp | 345.39%-317.0pp |
| Employer contribution / active EE | $20,862 | $5,858+256.1% | $5,144+305.5% | $4,763+338.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |