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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 | $966,104 | $176,077+448.7% | $159,455+505.9% | $167,518+476.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.47% | 331.83%-313.4pp | 263.63%-245.2pp | 478.71%-460.2pp |
| Employer contribution / active EE | $750 | $5,298-85.8% | $4,830-84.5% | $4,838-84.5% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $85 | $12,556-99.3% | $10,800-99.2% | $12,312-99.3% |