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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 | $1,131,911 | $175,257+545.9% | $149,717+656.0% | $139,456+711.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.12% | 166.70%-144.6pp | 134.41%-112.3pp | 373.45%-351.3pp |
| Employer contribution / active EE | $360 | $5,477-93.4% | $4,820-92.5% | $4,753-92.4% |
| Participant deferral / active EE | $9,000 | $6,521+38.0% | $5,682+58.4% | $6,711+34.1% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |