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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 | $291,870 | $150,197+94.3% | $120,368+142.5% | $145,959+100.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.89% | 154.26%-138.4pp | 107.26%-91.4pp | 561.95%-546.1pp |
| Employer contribution / active EE | $593 | $4,350-86.4% | $3,465-82.9% | $4,661-87.3% |
| Participant deferral / active EE | $9,761 | $6,174+58.1% | $4,991+95.6% | $6,689+45.9% |
| Admin fee / account holder | $0 | $12,216-100.0% | $9,429-100.0% | $13,398-100.0% |