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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 | $287,199 | $180,459+59.1% | $154,108+86.4% | $135,380+112.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.16% | 888.21%-895.4pp | 735.21%-742.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $955 | $6,035-84.2% | $5,298-82.0% | $4,779-80.0% |
| Participant deferral / active EE | $6,125 | $5,806+5.5% | $5,081+20.6% | $5,609+9.2% |
| Admin fee / account holder | $265 | $16,145-98.4% | $13,411-98.0% | $10,828-97.6% |