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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 | $391,097 | $115,917+237.4% | $100,535+289.0% | $158,982+146.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 146.17% | 34.80%+111.4pp | 30.90%+115.3pp | 302.99%-156.8pp |
| Employer contribution / active EE | $21 | $4,105-99.5% | $3,419-99.4% | $4,763-99.6% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15 | $11,002-99.9% | $8,085-99.8% | $11,252-99.9% |