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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 | $150,435+94.0% | $120,580+142.1% | $145,897+100.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 15.89% | 154.60%-138.7pp | 107.48%-91.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $593 | $4,352-86.4% | $3,469-82.9% | $4,663-87.3% |
| Participant deferral / active EE | $9,761 | $6,174+58.1% | $4,995+95.4% | $6,689+45.9% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |