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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 | $254,917 | $217,432+17.2% | $185,849+37.2% | $167,536+52.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.00% | 148.42%-133.4pp | 122.10%-107.1pp | 478.82%-463.8pp |
| Employer contribution / active EE | $963 | $5,875-83.6% | $5,169-81.4% | $4,839-80.1% |
| Participant deferral / active EE | $26,000 | $6,357+309.0% | $5,569+366.9% | $6,342+309.9% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |