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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 | $415,485 | $90,467+359.3% | $93,759+343.1% | $134,532+208.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -17.31% | -15.72%-1.6pp | -11.33%-6.0pp | 418.27%-435.6pp |
| Employer contribution / active EE | $0 | $4,345-100.0% | $4,324-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,596 | $5,980+93.9% | $6,096+90.2% | $6,401+81.2% |
| Admin fee / account holder | $88 | $9,258-99.1% | $7,197-98.8% | $11,429-99.2% |