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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 | $73,518+417.9% | $63,003+504.3% | $147,585+158.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.80% | 175.46%-160.7pp | 87.59%-72.8pp | 578.57%-563.8pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,851 | $4,183-7.9% | $3,329+15.7% | $5,439-29.2% |
| Admin fee / account holder | $176 | $5,952-97.0% | $3,600-95.1% | $10,885-98.4% |