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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 | $593,899 | $99,644+496.0% | $86,438+587.1% | $134,532+341.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 86.62% | 6787.26%-6700.6pp | 4397.19%-4310.6pp | 418.27%-331.6pp |
| Employer contribution / active EE | $3,125 | $4,402-29.0% | $3,769-17.1% | $4,741-34.1% |
| Participant deferral / active EE | $625 | $7,247-91.4% | $6,952-91.0% | $6,401-90.2% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |