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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 | $515,448 | $110,240+367.6% | $96,544+433.9% | $139,487+269.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 9.61% | 26.41%-16.8pp | 25.88%-16.3pp | 373.84%-364.2pp |
| Employer contribution / active EE | $11 | $3,622-99.7% | $2,966-99.6% | $4,755-99.8% |
| Participant deferral / active EE | $15,000 | $5,549+170.3% | $4,851+209.2% | $6,713+123.5% |
| Admin fee / account holder | $0 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |