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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 | $341,865 | $167,362+104.3% | $143,799+137.7% | $134,532+154.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.70% | 0.47%-3.2pp | -0.04%-2.7pp | 418.27%-421.0pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $17,850 | $6,447+176.9% | $5,638+216.6% | $6,401+178.9% |
| Admin fee / account holder | $22 | $18,094-99.9% | $14,677-99.9% | $11,429-99.8% |