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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 | $660,459 | $227,399+190.4% | $189,758+248.1% | $198,609+232.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.90% | 61.03%-50.1pp | 52.62%-41.7pp | 202.70%-191.8pp |
| Employer contribution / active EE | $926 | $5,526-83.2% | $4,767-80.6% | $5,055-81.7% |
| Participant deferral / active EE | $20,667 | $6,837+202.3% | $5,856+252.9% | $6,977+196.2% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |