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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 | $150,346+94.1% | $120,524+142.2% | $145,877+100.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.89% | 154.40%-138.5pp | 107.36%-91.5pp | 551.28%-535.4pp |
| Employer contribution / active EE | $593 | $4,353-86.4% | $3,469-82.9% | $4,663-87.3% |
| Participant deferral / active EE | $9,761 | $6,172+58.1% | $4,994+95.5% | $6,691+45.9% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |