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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 | $1,019,289 | $175,259+481.6% | $149,723+580.8% | $139,487+630.7% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 1127.28% | 166.82%+960.5pp | 134.50%+992.8pp | 373.84%+753.4pp |
| Employer contribution / active EE | $262 | $5,478-95.2% | $4,821-94.6% | $4,755-94.5% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $32 | $16,158-99.8% | $13,215-99.8% | $11,407-99.7% |