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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 | $326,738 | $168,635+93.8% | $147,617+121.3% | $125,389+160.6% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -0.32% | 77.65%-78.0pp | 61.98%-62.3pp | 282.24%-282.6pp |
| Employer contribution / active EE | $588 | $6,252-90.6% | $5,564-89.4% | $4,866-87.9% |
| Participant deferral / active EE | $9,833 | $5,507+78.6% | $4,895+100.9% | $5,352+83.7% |
| Admin fee / account holder | $241 | $13,580-98.2% | $11,612-97.9% | $9,541-97.5% |