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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 | $513,468 | $111,233+361.6% | - | $145,978+251.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | - | 80.3%+19.7pp |
| Annual return | 26.54% | 21.25%+5.3pp | - | 550.52%-524.0pp |
| Employer contribution / active EE | $0 | $5,741-100.0% | - | $4,662-100.0% |
| Participant deferral / active EE | $21,000 | $5,626+273.3% | - | $6,690+213.9% |
| Admin fee / account holder | $0 | $6,147-100.0% | - | $13,400-100.0% |