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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 | $829,211 | $88,778+834.0% | $81,844+913.2% | $145,884+468.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.21% | 1033.03%-1022.8pp | 778.87%-768.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $285 | $3,087-90.8% | $2,916-90.2% | $4,662-93.9% |
| Participant deferral / active EE | $867 | $4,648-81.4% | $4,323-80.0% | $6,690-87.0% |
| Admin fee / account holder | $17 | $8,430-99.8% | $7,355-99.8% | $13,392-99.9% |