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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 | $274,074 | $211,239+29.7% | $178,528+53.5% | $145,877+87.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.42% | 30.22%-18.8pp | 27.11%-15.7pp | 551.28%-539.9pp |
| Employer contribution / active EE | $200 | $4,570-95.6% | $3,950-94.9% | $4,663-95.7% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |