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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 | $283,344 | $131,835+114.9% | $108,582+160.9% | $273,972+3.4% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 13.20% | -91.57%+104.8pp | -51.70%+64.9pp | 41.46%-28.3pp |
| Employer contribution / active EE | $299 | $4,913-93.9% | $3,758-92.0% | $4,869-93.9% |
| Participant deferral / active EE | $7,500 | $5,127+46.3% | $4,311+74.0% | $5,287+41.9% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |