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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 | $291,799 | $109,872+165.6% | $98,483+196.3% | $167,536+74.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.65% | 1959.31%-1938.7pp | 1494.38%-1473.7pp | 478.82%-458.2pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $18,447 | $4,673+294.7% | $4,276+331.4% | $6,342+190.9% |
| Admin fee / account holder | $190 | $6,757-97.2% | $5,953-96.8% | $12,315-98.5% |