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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 | $257,887 | $95,406+170.3% | $185,849+38.8% | $85,847+200.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.52% | 23.59%-11.1pp | 122.10%-109.6pp | 318.61%-306.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,925 | $3,424-43.8% | $5,569-65.4% | $3,952-51.3% |
| Admin fee / account holder | $135 | $7,214-98.1% | $16,244-99.2% | $6,261-97.8% |