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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 | $310,543 | $92,766+234.8% | $82,763+275.2% | $134,545+130.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 2.22% | 946.97%-944.8pp | 702.45%-700.2pp | 418.37%-416.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $14,539 | $4,802+202.7% | $4,395+230.8% | $6,401+127.1% |
| Admin fee / account holder | $17 | $5,978-99.7% | $5,325-99.7% | $11,431-99.9% |