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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 | $992,902 | $157,304+531.2% | $141,197+603.2% | $152,909+549.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 1571.09% | 64.34%+1506.7pp | 71.41%+1499.7pp | 345.46%+1225.6pp |
| Employer contribution / active EE | $19,784 | $5,263+275.9% | $4,736+317.7% | $4,764+315.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |