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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 | $259,346 | $88,710+192.4% | $81,783+217.1% | $145,959+77.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 36.05% | 1027.26%-991.2pp | 775.05%-739.0pp | 561.95%-525.9pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $25,013 | $4,645+438.5% | $4,320+479.0% | $6,689+274.0% |
| Admin fee / account holder | $164 | $8,407-98.0% | $7,380-97.8% | $13,398-98.8% |