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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 | $380,905 | $135,645+180.8% | $110,243+245.5% | $135,379+181.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.98% | 513.24%-518.2pp | 314.76%-319.7pp | 519.79%-524.8pp |
| Employer contribution / active EE | $780 | $4,907-84.1% | $3,827-79.6% | $4,779-83.7% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5 | $11,458-100.0% | $8,548-99.9% | $10,828-100.0% |