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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 | $292,976 | $138,076+112.2% | $123,553+137.1% | $135,380+116.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.73% | 153.70%-154.4pp | 119.21%-119.9pp | 519.81%-520.5pp |
| Employer contribution / active EE | $739 | $5,152-85.6% | $4,628-84.0% | $4,779-84.5% |
| Participant deferral / active EE | $18,775 | $6,800+176.1% | $6,426+192.2% | $5,609+234.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |