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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 | $432,127 | $138,072+213.0% | $123,549+249.8% | $135,382+219.2% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -4.75% | 153.69%-158.4pp | 119.20%-124.0pp | 519.77%-524.5pp |
| Employer contribution / active EE | $556 | $5,152-89.2% | $4,628-88.0% | $4,779-88.4% |
| Participant deferral / active EE | $7,316 | $6,799+7.6% | $6,426+13.9% | $5,609+30.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |