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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 | $750,398 | $111,830+571.0% | $93,696+700.9% | $145,884+414.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 9.82% | 204.08%-194.3pp | 133.74%-123.9pp | 551.85%-542.0pp |
| Employer contribution / active EE | $200 | $3,093-93.5% | $2,422-91.7% | $4,662-95.7% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |