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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 | $367,411 | $107,030+243.3% | $73,550+399.5% | $147,586+148.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 11.80% | 38.25%-26.5pp | -15.16%+27.0pp | 578.59%-566.8pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $650 | $2,458-73.6% | $1,804-64.0% | $5,439-88.0% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |