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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 | $332,019 | $142,361+133.2% | $119,608+177.6% | $134,509+146.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.92% | -12.46%+0.5pp | -14.98%+3.1pp | 418.13%-430.1pp |
| Employer contribution / active EE | $750 | $5,224-85.6% | $4,232-82.3% | $4,741-84.2% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $8 | $13,588-99.9% | $10,326-99.9% | $11,427-99.9% |