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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 | $358,798 | $138,075+159.9% | $123,552+190.4% | $135,379+165.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.23% | 153.70%-157.9pp | 119.20%-123.4pp | 519.79%-524.0pp |
| Employer contribution / active EE | $613 | $5,152-88.1% | $4,628-86.8% | $4,779-87.2% |
| Participant deferral / active EE | $16,958 | $6,800+149.4% | $6,426+163.9% | $5,609+202.3% |
| Admin fee / account holder | $3 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |