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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 | $290,355 | $165,381+75.6% | $149,730+93.9% | $158,966+82.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 990.24% | 348.29%+641.9pp | 276.70%+713.5pp | 302.95%+687.3pp |
| Employer contribution / active EE | $467 | $5,104-90.9% | $4,645-90.0% | $4,762-90.2% |
| Participant deferral / active EE | $20,220 | $7,182+181.5% | $6,843+195.5% | $5,983+238.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |