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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 | $306,117 | $198,457+54.2% | $170,435+79.6% | $147,586+107.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.87% | 257.30%-240.4pp | 205.94%-189.1pp | 578.59%-561.7pp |
| Employer contribution / active EE | $14,750 | $6,183+138.6% | $5,432+171.5% | $4,876+202.5% |
| Participant deferral / active EE | $593 | $5,629-89.5% | $4,939-88.0% | $5,439-89.1% |
| Admin fee / account holder | $30 | $16,852-99.8% | $13,881-99.8% | $10,886-99.7% |