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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 | $447,950 | $226,135+98.1% | $182,558+145.4% | $152,909+193.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 20.30% | 192.60%-172.3pp | 148.59%-128.3pp | 345.46%-325.2pp |
| Employer contribution / active EE | $213 | $4,979-95.7% | $4,076-94.8% | $4,764-95.5% |
| Participant deferral / active EE | $12,000 | $6,371+88.4% | $5,526+117.2% | $5,851+105.1% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |