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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 | $577,915 | $202,342+185.6% | $172,753+234.5% | $152,909+277.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.78% | 1029.88%-1011.1pp | 803.00%-784.2pp | 345.46%-326.7pp |
| Employer contribution / active EE | $694 | $5,857-88.2% | $5,144-86.5% | $4,764-85.4% |
| Participant deferral / active EE | $2,850 | $5,948-52.1% | $5,198-45.2% | $5,851-51.3% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |