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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 | $1,385,509 | $115,810+1096.4% | $101,271+1268.1% | $158,966+771.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 557.42% | 56.15%+501.3pp | 46.48%+510.9pp | 302.95%+254.5pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,250 | $4,958-34.5% | $4,371-25.6% | $5,983-45.7% |
| Admin fee / account holder | $3 | $7,248-100.0% | $5,948-99.9% | $11,250-100.0% |