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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 | $575,909 | $226,090+154.7% | $182,531+215.5% | $152,885+276.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 19.15% | 192.57%-173.4pp | 148.57%-129.4pp | 345.39%-326.2pp |
| Employer contribution / active EE | $26,182 | $4,978+426.0% | $4,075+542.4% | $4,763+449.7% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $69 | $10,705-99.4% | $8,593-99.2% | $11,598-99.4% |