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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 | $715,149 | $100,895+608.8% | $90,430+690.8% | $158,950+349.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.56% | 1725.54%-1711.0pp | 1293.73%-1279.2pp | 302.91%-288.3pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $24,500 | $4,347+463.6% | $3,963+518.3% | $5,983+309.5% |
| Admin fee / account holder | $24 | $6,505-99.6% | $5,613-99.6% | $11,248-99.8% |