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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 | $754,031 | $176,794+326.5% | $146,647+414.2% | $167,553+350.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.01% | 24.04%-13.0pp | 22.75%-11.7pp | 478.89%-467.9pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $12,700 | $6,440+97.2% | $5,506+130.6% | $6,343+100.2% |
| Admin fee / account holder | $29 | $13,262-99.8% | $10,281-99.7% | $12,316-99.8% |