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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 | $807,787 | $167,353+382.7% | $143,797+461.8% | $134,545+500.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 4064.89% | 0.48%+4064.4pp | -0.04%+4064.9pp | 418.37%+3646.5pp |
| Employer contribution / active EE | $3,616 | $5,620-35.7% | $4,952-27.0% | $4,742-23.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |