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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 | $426,667 | $212,386+100.9% | $199,883+113.5% | $138,895+207.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 13.73% | 47.75%-34.0pp | 43.81%-30.1pp | 145.39%-131.7pp |
| Employer contribution / active EE | $480 | $6,625-92.8% | $6,261-92.3% | $4,194-88.6% |
| Participant deferral / active EE | $10,398 | $9,617+8.1% | $9,138+13.8% | $6,396+62.6% |
| Admin fee / account holder | $9 | $18,233-100.0% | $17,268-100.0% | $12,562-99.9% |