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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 | $802,383 | $175,257+357.8% | $149,717+435.9% | $139,456+475.4% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 33.92% | 166.70%-132.8pp | 134.41%-100.5pp | 373.45%-339.5pp |
| Employer contribution / active EE | $21,088 | $5,477+285.0% | $4,820+337.5% | $4,753+343.7% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $27 | $16,156-99.8% | $13,213-99.8% | $11,407-99.8% |