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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 | $330,647 | $185,312+78.4% | $161,489+104.7% | $154,746+113.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.20% | 103.84%-90.6pp | 89.72%-76.5pp | 172.34%-159.1pp |
| Employer contribution / active EE | $333 | $4,769-93.0% | $4,268-92.2% | $4,379-92.4% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $44 | $18,654-99.8% | $16,006-99.7% | $14,365-99.7% |