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Employer 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 | $263,668 | $72,071+265.8% | $68,368+285.7% | $137,256+92.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.42% | 353.14%-337.7pp | 292.57%-277.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $32,515 | $4,410+637.3% | $4,123+688.7% | $6,407+407.5% |
| Admin fee / account holder | $12 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |