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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 | $865,117 | $88,702+875.3% | $81,780+957.9% | $145,978+492.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.14% | 1029.12%-1016.0pp | 776.27%-763.1pp | 550.52%-537.4pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $23,000 | $4,645+395.1% | $4,321+432.3% | $6,690+243.8% |
| Admin fee / account holder | $60 | $8,414-99.3% | $7,384-99.2% | $13,400-99.6% |