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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 | $273,032 | $127,387+114.3% | $115,038+137.3% | $125,389+117.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1925.86% | 31.28%+1894.6pp | 26.14%+1899.7pp | 282.24%+1643.6pp |
| Employer contribution / active EE | $13,219 | $5,166+155.9% | $4,608+186.9% | $4,866+171.6% |
| Participant deferral / active EE | $1,071 | $6,423-83.3% | $6,026-82.2% | $5,352-80.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |