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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 | $282,040 | $102,595+174.9% | $94,057+199.9% | $154,746+82.3% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 16.46% | 583.42%-567.0pp | 480.62%-464.2pp | 172.34%-155.9pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,182 | $5,118+157.5% | $4,709+179.9% | $6,730+95.9% |
| Admin fee / account holder | $40 | $7,736-99.5% | $7,244-99.4% | $14,365-99.7% |