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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 | $462,991 | $217,427+112.9% | $185,837+149.1% | $167,518+176.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 28.96% | 148.39%-119.4pp | 122.08%-93.1pp | 478.71%-449.7pp |
| Employer contribution / active EE | $7,500 | $5,874+27.7% | $5,168+45.1% | $4,838+55.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $151 | $19,816-99.2% | $16,241-99.1% | $12,312-98.8% |