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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 | $309,851 | $183,988+68.4% | $162,177+91.1% | $152,897+102.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.06% | 150.79%-125.7pp | 115.60%-90.5pp | 345.43%-320.4pp |
| Employer contribution / active EE | $35,735 | $6,370+461.0% | $5,613+536.6% | $4,764+650.2% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |