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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 | $359,811 | $198,457+81.3% | $170,435+111.1% | $147,586+143.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.62% | 257.30%-242.7pp | 205.94%-191.3pp | 578.59%-564.0pp |
| Employer contribution / active EE | $14,118 | $6,183+128.3% | $5,432+159.9% | $4,876+189.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |