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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 | $626,863 | $99,668+529.0% | $86,451+625.1% | $134,545+365.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 5507.99% | 6789.61%-1281.6pp | 4398.51%+1109.5pp | 418.37%+5089.6pp |
| Employer contribution / active EE | $3,703 | $4,403-15.9% | $3,770-1.8% | $4,742-21.9% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $8,377-100.0% | $6,734-100.0% | $11,431-100.0% |