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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 | $428,321 | $284,927+50.3% | $210,053+103.9% | $382,429+12.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.8%+19.2pp | 87.7%+12.3pp |
| Annual return | 21.81% | 281.55%-259.7pp | 232.76%-210.9pp | 248.85%-227.0pp |
| Employer contribution / active EE | $16,720 | $6,452+159.2% | $4,521+269.8% | $8,036+108.1% |
| Participant deferral / active EE | $32,600 | $4,567+613.9% | $4,238+669.3% | $5,727+469.2% |
| Admin fee / account holder | $0 | $19,753-100.0% | $16,990-100.0% | $30,732-100.0% |