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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 | $251,683 | $135,639+85.6% | $110,241+128.3% | $135,382+85.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 26.50% | 513.21%-486.7pp | 314.75%-288.2pp | 519.77%-493.3pp |
| Employer contribution / active EE | $238 | $4,907-95.1% | $3,827-93.8% | $4,779-95.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9 | $11,457-99.9% | $8,548-99.9% | $10,829-99.9% |