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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 | $410,793 | $185,905+121.0% | $170,057+141.6% | $139,487+194.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.55% | 60.56%-45.0pp | 53.42%-37.9pp | 373.84%-358.3pp |
| Employer contribution / active EE | $814 | $7,597-89.3% | $6,790-88.0% | $4,755-82.9% |
| Participant deferral / active EE | $3,883 | $11,627-66.6% | $10,411-62.7% | $6,713-42.1% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |