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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 | $343,697 | $160,059+114.7% | $140,019+145.5% | $135,379+153.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.99% | 911.44%-916.4pp | 651.15%-656.1pp | 519.79%-524.8pp |
| Employer contribution / active EE | $658 | $6,420-89.8% | $5,605-88.3% | $4,779-86.2% |
| Participant deferral / active EE | $12,000 | $7,641+57.1% | $6,927+73.2% | $5,609+113.9% |
| Admin fee / account holder | $25 | $13,328-99.8% | $10,705-99.8% | $10,828-99.8% |