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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 | $361,632 | $165,399+118.6% | $149,745+141.5% | $158,982+127.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.27% | 348.34%-335.1pp | 276.72%-263.5pp | 302.99%-289.7pp |
| Employer contribution / active EE | $800 | $5,105-84.3% | $4,646-82.8% | $4,763-83.2% |
| Participant deferral / active EE | $17,333 | $7,183+141.3% | $6,843+153.3% | $5,983+189.7% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |