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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 | $330,814 | $138,076+139.6% | $123,553+167.8% | $135,380+144.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 235.43% | 153.70%+81.7pp | 119.21%+116.2pp | 519.81%-284.4pp |
| Employer contribution / active EE | $7,930 | $5,152+53.9% | $4,628+71.3% | $4,779+65.9% |
| Participant deferral / active EE | $267 | $6,800-96.1% | $6,426-95.9% | $5,609-95.2% |
| Admin fee / account holder | $1 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |