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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 | $2,261,621 | $183,539+1132.2% | $155,556+1353.9% | $145,897+1450.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.95% | 61.31%-43.4pp | 64.84%-46.9pp | 552.29%-534.3pp |
| Employer contribution / active EE | $350 | $5,315-93.4% | $4,675-92.5% | $4,663-92.5% |
| Participant deferral / active EE | $3,727 | $6,467-42.4% | $5,631-33.8% | $6,689-44.3% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |