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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 | $380,713 | $73,546+417.7% | $63,018+504.1% | $147,586+158.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.80% | 175.56%-160.8pp | 87.62%-72.8pp | 578.59%-563.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,851 | $4,185-8.0% | $3,330+15.7% | $5,439-29.2% |
| Admin fee / account holder | $176 | $5,956-97.1% | $3,601-95.1% | $10,886-98.4% |