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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 | $523,672 | $155,833+236.0% | $124,693+320.0% | $167,518+212.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 0.00% | 17.98%-18.0pp | 5144.19%-5144.2pp | 478.71%-478.7pp |
| Employer contribution / active EE | $532 | $4,164-87.2% | $3,324-84.0% | $4,838-89.0% |
| Participant deferral / active EE | $2,676 | $5,675-52.9% | $4,615-42.0% | $6,342-57.8% |
| Admin fee / account holder | $169 | $9,534-98.2% | $7,494-97.7% | $12,312-98.6% |