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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 | $300,485 | $201,344+49.2% | $184,243+63.1% | $145,877+106.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.80% | 29.01%-19.2pp | 28.82%-19.0pp | 551.28%-541.5pp |
| Employer contribution / active EE | $1,403 | $7,022-80.0% | $6,427-78.2% | $4,663-69.9% |
| Participant deferral / active EE | $13,598 | $9,807+38.7% | $9,132+48.9% | $6,691+103.2% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |