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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 | $925,136 | $165,381+459.4% | $149,730+517.9% | $158,966+482.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.71% | 348.29%-334.6pp | 276.70%-263.0pp | 302.95%-289.2pp |
| Employer contribution / active EE | $561 | $5,104-89.0% | $4,645-87.9% | $4,762-88.2% |
| Participant deferral / active EE | $12,278 | $7,182+70.9% | $6,843+79.4% | $5,983+105.2% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |