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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 | $519,762 | $138,102+276.4% | $125,381+314.5% | $134,532+286.3% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -13.27% | 750.73%-764.0pp | 572.31%-585.6pp | 418.27%-431.5pp |
| Employer contribution / active EE | $405 | $5,245-92.3% | $4,815-91.6% | $4,741-91.5% |
| Participant deferral / active EE | $14,786 | $7,801+89.6% | $7,448+98.5% | $6,401+131.0% |
| Admin fee / account holder | $5 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |