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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 | $268,233 | $165,399+62.2% | $149,745+79.1% | $158,982+68.7% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 5717.87% | 348.34%+5369.5pp | 276.72%+5441.1pp | 302.99%+5414.9pp |
| Employer contribution / active EE | $1,128 | $5,105-77.9% | $4,646-75.7% | $4,763-76.3% |
| Participant deferral / active EE | $1,410 | $7,183-80.4% | $6,843-79.4% | $5,983-76.4% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |