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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 | $265,431 | $175,231+51.5% | $149,696+77.3% | $139,466+90.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.47% | 166.77%-153.3pp | 134.46%-121.0pp | 373.66%-360.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,977 | $6,521+53.0% | $5,682+75.6% | $6,712+48.6% |
| Admin fee / account holder | $12 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |