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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 | $593,117 | $81,696+626.0% | $70,494+741.4% | $158,982+273.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.28% | 208.70%-191.4pp | 109.16%-91.9pp | 302.99%-285.7pp |
| Employer contribution / active EE | $117 | $3,220-96.4% | $2,738-95.7% | $4,763-97.6% |
| Participant deferral / active EE | $16,250 | $4,558+256.5% | $3,711+337.9% | $5,983+171.6% |
| Admin fee / account holder | $0 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |