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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 | $921,753 | $227,597+305.0% | $189,575+386.2% | $167,536+450.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 23.46% | 78.44%-55.0pp | 64.19%-40.7pp | 478.82%-455.4pp |
| Employer contribution / active EE | $318 | $5,316-94.0% | $4,412-92.8% | $4,839-93.4% |
| Participant deferral / active EE | $11,658 | $7,002+66.5% | $6,174+88.8% | $6,342+83.8% |
| Admin fee / account holder | $8 | $11,877-99.9% | $9,806-99.9% | $12,315-99.9% |