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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 | $388,957 | $105,145+269.9% | $94,664+310.9% | $139,466+178.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.81% | 38.09%-20.3pp | 156.84%-139.0pp | 373.66%-355.9pp |
| Employer contribution / active EE | -$1,260 | $4,107-130.7% | $3,673-134.3% | $4,754-126.5% |
| Participant deferral / active EE | $15,407 | $7,599+102.8% | $7,417+107.7% | $6,712+129.6% |
| Admin fee / account holder | $138 | $8,972-98.5% | $7,222-98.1% | $11,409-98.8% |