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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 | $455,429 | $197,637+130.4% | $177,848+156.1% | $158,982+186.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.29% | 58.77%-43.5pp | 48.33%-33.0pp | 302.99%-287.7pp |
| Employer contribution / active EE | $679 | $6,698-89.9% | $5,919-88.5% | $4,763-85.7% |
| Participant deferral / active EE | $18,183 | $8,405+116.3% | $7,714+135.7% | $5,983+203.9% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |