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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 | $1,356,779 | $183,627+638.9% | $155,602+772.0% | $145,978+829.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.02% | 61.32%-42.3pp | 64.81%-45.8pp | 550.52%-531.5pp |
| Employer contribution / active EE | $361 | $5,316-93.2% | $4,675-92.3% | $4,662-92.3% |
| Participant deferral / active EE | $9,200 | $6,466+42.3% | $5,629+63.4% | $6,690+37.5% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |