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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 | $480,243 | $69,541+590.6% | $59,899+701.8% | $135,380+254.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.63% | 7.95%-11.6pp | 3.46%-7.1pp | 519.81%-523.4pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $22,500 | $4,206+435.0% | $3,402+561.3% | $5,609+301.1% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |