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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 | $273,893 | $202,342+35.4% | $172,753+58.5% | $152,909+79.1% |
| Participation rate | 85.0% | 87.1%-2.1pp | 82.6%+2.4pp | 82.5%+2.5pp |
| Annual return | 23.35% | 1029.88%-1006.5pp | 803.00%-779.7pp | 345.46%-322.1pp |
| Employer contribution / active EE | $23,460 | $5,857+300.5% | $5,144+356.1% | $4,764+392.5% |
| Participant deferral / active EE | $300 | $5,948-95.0% | $5,198-94.2% | $5,851-94.9% |
| Admin fee / account holder | $24 | $17,112-99.9% | $13,956-99.8% | $11,601-99.8% |