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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 | $301,596 | $92,219+227.0% | $76,767+292.9% | $135,380+122.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 5.38% | 5.46%-0.1pp | 2.43%+3.0pp | 519.81%-514.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $21,500 | $4,508+376.9% | $3,852+458.2% | $5,609+283.3% |
| Admin fee / account holder | $45 | $10,749-99.6% | $6,675-99.3% | $10,828-99.6% |