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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 | $275,098 | $160,028+71.9% | $147,080+87.0% | $145,884+88.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.52% | 98.60%-78.1pp | 420.17%-399.6pp | 551.85%-531.3pp |
| Employer contribution / active EE | $675 | $5,286-87.2% | $4,933-86.3% | $4,662-85.5% |
| Participant deferral / active EE | $3,000 | $8,422-64.4% | $8,066-62.8% | $6,690-55.2% |
| Admin fee / account holder | $40 | $15,030-99.7% | $12,989-99.7% | $13,392-99.7% |