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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 | $2,264,030 | $138,076+1539.7% | $123,553+1732.4% | $135,380+1572.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 6.07% | 153.70%-147.6pp | 119.21%-113.1pp | 519.81%-513.7pp |
| Employer contribution / active EE | $454 | $5,152-91.2% | $4,628-90.2% | $4,779-90.5% |
| Participant deferral / active EE | $12,000 | $6,800+76.5% | $6,426+86.7% | $5,609+113.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |