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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 | $438,049 | $208,088+110.5% | $186,193+135.3% | $154,746+183.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 14.08% | 89.97%-75.9pp | 78.03%-63.9pp | 172.34%-158.3pp |
| Employer contribution / active EE | $64 | $4,340-98.5% | $3,918-98.4% | $4,379-98.5% |
| Participant deferral / active EE | $11,480 | $7,078+62.2% | $6,513+76.3% | $6,730+70.6% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |