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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 | $792,562 | $138,102+473.9% | $125,381+532.1% | $134,532+489.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.23% | 750.73%-765.0pp | 572.31%-586.5pp | 418.27%-432.5pp |
| Employer contribution / active EE | $743 | $5,245-85.8% | $4,815-84.6% | $4,741-84.3% |
| Participant deferral / active EE | $6,886 | $7,801-11.7% | $7,448-7.5% | $6,401+7.6% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |