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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 | $306,168 | $138,076+121.7% | $123,553+147.8% | $135,380+126.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 6599.66% | 153.70%+6446.0pp | 119.21%+6480.5pp | 519.81%+6079.9pp |
| Employer contribution / active EE | $7,698 | $5,152+49.4% | $4,628+66.3% | $4,779+61.1% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $150 | $10,917-98.6% | $9,284-98.4% | $10,828-98.6% |