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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 | $118,454+449.4% | $98,441+561.1% | $139,427+366.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 42.83% | 18.94%+23.9pp | 21.16%+21.7pp | 373.27%-330.4pp |
| Employer contribution / active EE | $450 | $3,610-87.5% | $3,048-85.2% | $4,752-90.5% |
| Participant deferral / active EE | $10,000 | $5,392+85.4% | $4,738+111.1% | $6,711+49.0% |
| Admin fee / account holder | $0 | $14,053-100.0% | $8,960-100.0% | $11,404-100.0% |