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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 | $711,561 | $184,000+286.7% | $162,185+338.7% | $152,909+365.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 13.37% | 150.80%-137.4pp | 115.61%-102.2pp | 345.46%-332.1pp |
| Employer contribution / active EE | $11,994 | $6,370+88.3% | $5,613+113.7% | $4,764+151.8% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |