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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 | $600,430 | $178,174+237.0% | $156,181+284.4% | $137,256+337.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.87% | 84.19%-70.3pp | 64.87%-51.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $700 | $4,972-85.9% | $4,294-83.7% | $4,156-83.2% |
| Participant deferral / active EE | $15,000 | $6,888+117.8% | $6,132+144.6% | $6,407+134.1% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |