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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 | $291,790 | $167,522+74.2% | $151,639+92.4% | $134,532+116.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.47% | 7.81%-27.3pp | 3.34%-22.8pp | 418.27%-437.7pp |
| Employer contribution / active EE | $944 | $6,828-86.2% | $6,165-84.7% | $4,741-80.1% |
| Participant deferral / active EE | $19,250 | $8,986+114.2% | $8,363+130.2% | $6,401+200.7% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |