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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 | $253,015 | $148,582+70.3% | $135,942+86.1% | $139,456+81.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 35.73% | 79.26%-43.5pp | 68.28%-32.5pp | 373.45%-337.7pp |
| Employer contribution / active EE | $708 | $5,245-86.5% | $4,858-85.4% | $4,753-85.1% |
| Participant deferral / active EE | $4,382 | $8,101-45.9% | $7,759-43.5% | $6,711-34.7% |
| Admin fee / account holder | $24 | $12,402-99.8% | $10,764-99.8% | $11,407-99.8% |