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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 | $453,335 | $107,944+320.0% | $91,994+392.8% | $152,885+196.5% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.5%-2.5pp |
| Annual return | 18.33% | 89.26%-70.9pp | 69.03%-50.7pp | 345.39%-327.1pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $22,400 | $6,365+251.9% | $5,923+278.2% | $5,851+282.9% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,743-100.0% | $11,598-100.0% |