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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 | $3,489,835 | $160,028+2080.8% | $147,080+2272.7% | $145,884+2292.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 33.72% | 98.60%-64.9pp | 420.17%-386.4pp | 551.85%-518.1pp |
| Employer contribution / active EE | $30,000 | $5,286+467.6% | $4,933+508.1% | $4,662+543.5% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |