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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 | $725,072 | $183,978+294.1% | $162,171+347.1% | $152,885+374.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 31.03% | 150.78%-119.8pp | 115.60%-84.6pp | 345.39%-314.4pp |
| Employer contribution / active EE | $7,854 | $6,370+23.3% | $5,613+39.9% | $4,763+64.9% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |