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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 | $365,370 | $165,361+121.0% | $149,715+144.0% | $158,950+129.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.24%-348.2pp | 276.66%-276.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $900 | $5,103-82.4% | $4,645-80.6% | $4,762-81.1% |
| Participant deferral / active EE | $7,406 | $7,182+3.1% | $6,842+8.2% | $5,983+23.8% |
| Admin fee / account holder | $291 | $10,808-97.3% | $9,310-96.9% | $11,248-97.4% |