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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 | $508,244 | $167,352+203.7% | $143,788+253.5% | $134,509+277.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.29% | 0.47%-17.8pp | -0.03%-17.3pp | 418.13%-435.4pp |
| Employer contribution / active EE | $1,090 | $5,620-80.6% | $4,952-78.0% | $4,741-77.0% |
| Participant deferral / active EE | $12,720 | $6,447+97.3% | $5,638+125.6% | $6,400+98.7% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |