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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 | $337,358 | $197,625+70.7% | $177,840+89.7% | $158,966+112.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.06% | 58.76%-42.7pp | 48.32%-32.3pp | 302.95%-286.9pp |
| Employer contribution / active EE | $1,250 | $6,698-81.3% | $5,919-78.9% | $4,762-73.8% |
| Participant deferral / active EE | $15,080 | $8,405+79.4% | $7,714+95.5% | $5,983+152.0% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |