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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 | $494,163 | $171,867+187.5% | $149,721+230.1% | $147,586+234.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.23% | 2113.36%-2104.1pp | 1501.67%-1492.4pp | 578.59%-569.4pp |
| Employer contribution / active EE | $1,803 | $6,275-71.3% | $5,444-66.9% | $4,876-63.0% |
| Participant deferral / active EE | $624 | $7,270-91.4% | $6,568-90.5% | $5,439-88.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |