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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 | $88,778+874.5% | $81,844+957.0% | $145,884+493.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.14% | 1033.03%-1019.9pp | 778.87%-765.7pp | 551.85%-538.7pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $23,000 | $4,648+394.8% | $4,323+432.0% | $6,690+243.8% |
| Admin fee / account holder | $60 | $8,430-99.3% | $7,355-99.2% | $13,392-99.6% |