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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 | $445,492 | $226,046+97.1% | $182,508+144.1% | $152,870+191.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 230.50% | 192.52%+38.0pp | 148.54%+82.0pp | 345.34%-114.8pp |
| Employer contribution / active EE | $0 | $4,977-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,333 | $6,368+30.9% | $5,525+50.8% | $5,850+42.4% |
| Admin fee / account holder | $9 | $10,704-99.9% | $8,592-99.9% | $11,597-99.9% |