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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 | $526,641 | $147,556+256.9% | $129,031+308.1% | $198,609+165.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 3.73% | 37.41%-33.7pp | 34.67%-30.9pp | 202.70%-199.0pp |
| Employer contribution / active EE | $565 | $3,645-84.5% | $3,226-82.5% | $5,055-88.8% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |