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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 | $407,258 | $107,363+279.3% | $92,909+338.3% | $152,897+166.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 145.63%-145.6pp | 109.44%-109.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $604 | $4,222-85.7% | $3,653-83.5% | $4,764-87.3% |
| Participant deferral / active EE | $4,984 | $4,848+2.8% | $4,238+17.6% | $5,851-14.8% |
| Admin fee / account holder | $38 | $7,082-99.5% | $5,795-99.3% | $11,599-99.7% |