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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 | $295,480 | $138,078+114.0% | $125,363+135.7% | $134,509+119.7% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -13.91% | 750.49%-764.4pp | 572.15%-586.1pp | 418.13%-432.0pp |
| Employer contribution / active EE | $940 | $5,245-82.1% | $4,815-80.5% | $4,741-80.2% |
| Participant deferral / active EE | $10,058 | $7,800+29.0% | $7,447+35.1% | $6,400+57.2% |
| Admin fee / account holder | $50 | $11,566-99.6% | $10,005-99.5% | $11,427-99.6% |