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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 | $409,420 | $183,592+123.0% | $155,567+163.2% | $145,959+180.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.80% | 61.24%-44.4pp | 64.74%-47.9pp | 561.95%-545.2pp |
| Employer contribution / active EE | $912 | $5,315-82.8% | $4,674-80.5% | $4,661-80.4% |
| Participant deferral / active EE | $2,857 | $6,464-55.8% | $5,628-49.2% | $6,689-57.3% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |