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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 | $446,202 | $160,070+178.8% | $147,117+203.3% | $145,897+205.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 39.62% | 98.69%-59.1pp | 420.54%-380.9pp | 552.29%-512.7pp |
| Employer contribution / active EE | $7,998 | $5,285+51.4% | $4,932+62.2% | $4,663+71.5% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $13 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |