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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 | $299,829 | $138,075+117.1% | $123,552+142.7% | $135,379+121.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.31% | 153.70%-154.0pp | 119.20%-119.5pp | 519.79%-520.1pp |
| Employer contribution / active EE | $880 | $5,152-82.9% | $4,628-81.0% | $4,779-81.6% |
| Participant deferral / active EE | $13,500 | $6,800+98.5% | $6,426+110.1% | $5,609+140.7% |
| Admin fee / account holder | $13 | $10,917-99.9% | $9,285-99.9% | $10,828-99.9% |