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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 | $457,894 | $202,345+126.3% | $172,755+165.1% | $152,885+199.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.95% | 1029.77%-1011.8pp | 802.94%-785.0pp | 345.39%-327.4pp |
| Employer contribution / active EE | $5,822 | $5,858-0.6% | $5,144+13.2% | $4,763+22.2% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |