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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 | $693,445 | $159,978+333.5% | $147,041+371.6% | $145,978+375.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 74.77% | 98.36%-23.6pp | 419.21%-344.4pp | 550.52%-475.7pp |
| Employer contribution / active EE | $1,650 | $5,288-68.8% | $4,935-66.6% | $4,662-64.6% |
| Participant deferral / active EE | $1,650 | $8,429-80.4% | $8,071-79.6% | $6,690-75.3% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |