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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 | $547,747 | $160,059+242.2% | $140,019+291.2% | $135,379+304.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.17% | 911.44%-919.6pp | 651.15%-659.3pp | 519.79%-528.0pp |
| Employer contribution / active EE | $1,122 | $6,420-82.5% | $5,605-80.0% | $4,779-76.5% |
| Participant deferral / active EE | $40,000 | $7,641+423.5% | $6,927+477.5% | $5,609+613.1% |
| Admin fee / account holder | $239 | $13,328-98.2% | $10,705-97.8% | $10,828-97.8% |