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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 | $672,505 | $202,342+232.4% | $172,752+289.3% | $152,897+339.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.83% | 1029.83%-1003.0pp | 802.97%-776.1pp | 345.43%-318.6pp |
| Employer contribution / active EE | $14,230 | $5,858+142.9% | $5,144+176.6% | $4,764+198.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $35 | $17,111-99.8% | $13,955-99.8% | $11,599-99.7% |