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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 | $540,813 | $217,427+148.7% | $185,837+191.0% | $167,518+222.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.62% | 148.39%-131.8pp | 122.08%-105.5pp | 478.71%-462.1pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,050 | $6,357-83.5% | $5,568-81.1% | $6,342-83.4% |
| Admin fee / account holder | $33 | $19,816-99.8% | $16,241-99.8% | $12,312-99.7% |