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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 | $371,103 | $84,697+338.2% | $73,845+402.5% | $125,393+196.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.29% | 3123.66%-3124.0pp | 2267.91%-2268.2pp | 282.23%-282.5pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $26,553 | $3,993+565.1% | $3,583+641.0% | $5,351+396.2% |
| Admin fee / account holder | $24 | $5,692-99.6% | $4,881-99.5% | $9,541-99.7% |