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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 | $650,789 | $118,488+449.2% | $98,462+561.0% | $139,487+366.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 42.83% | 18.96%+23.9pp | 21.17%+21.7pp | 373.84%-331.0pp |
| Employer contribution / active EE | $450 | $3,611-87.5% | $3,049-85.2% | $4,755-90.5% |
| Participant deferral / active EE | $10,000 | $5,393+85.4% | $4,738+111.0% | $6,713+49.0% |
| Admin fee / account holder | $0 | $13,868-100.0% | $8,875-100.0% | $11,407-100.0% |