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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 | $608,804 | $171,867+254.2% | $149,721+306.6% | $147,586+312.5% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 14.54% | 2113.36%-2098.8pp | 1501.67%-1487.1pp | 578.59%-564.1pp |
| Employer contribution / active EE | $17,075 | $6,275+172.1% | $5,444+213.6% | $4,876+250.2% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $286 | $13,799-97.9% | $11,282-97.5% | $10,886-97.4% |