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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 | $452,232 | $202,342+123.5% | $172,753+161.8% | $152,909+195.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.21% | 1029.88%-1003.7pp | 803.00%-776.8pp | 345.46%-319.3pp |
| Employer contribution / active EE | $22,906 | $5,857+291.1% | $5,144+345.3% | $4,764+380.8% |
| Participant deferral / active EE | $1,070 | $5,948-82.0% | $5,198-79.4% | $5,851-81.7% |
| Admin fee / account holder | $13 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |