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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 | $365,153 | $176,077+107.4% | $159,455+129.0% | $167,518+118.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.91% | 331.83%-313.9pp | 263.63%-245.7pp | 478.71%-460.8pp |
| Employer contribution / active EE | $15 | $5,298-99.7% | $4,830-99.7% | $4,838-99.7% |
| Participant deferral / active EE | $8,321 | $7,751+7.3% | $7,353+13.2% | $6,342+31.2% |
| Admin fee / account holder | $33 | $12,556-99.7% | $10,800-99.7% | $12,312-99.7% |