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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 | $582,376 | $160,059+263.9% | $140,019+315.9% | $135,382+330.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 4.97% | 911.44%-906.5pp | 651.15%-646.2pp | 519.77%-514.8pp |
| Employer contribution / active EE | $6,750 | $6,420+5.1% | $5,605+20.4% | $4,779+41.2% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,829-100.0% |