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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 | $88,754+192.2% | $81,820+217.0% | $145,877+77.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 36.05% | 1031.77%-995.7pp | 777.93%-741.9pp | 551.28%-515.2pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $25,013 | $4,648+438.2% | $4,323+478.7% | $6,691+273.9% |
| Admin fee / account holder | $164 | $8,424-98.0% | $7,391-97.8% | $13,402-98.8% |