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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 | $159,934+72.0% | $147,005+87.1% | $145,959+88.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.52% | 98.24%-77.7pp | 418.76%-398.2pp | 561.95%-541.4pp |
| Employer contribution / active EE | $675 | $5,287-87.2% | $4,934-86.3% | $4,661-85.5% |
| Participant deferral / active EE | $3,000 | $8,427-64.4% | $8,070-62.8% | $6,689-55.1% |
| Admin fee / account holder | $40 | $15,053-99.7% | $13,006-99.7% | $13,398-99.7% |