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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 | $436,187 | $94,439+361.9% | $73,658+492.2% | $154,746+181.9% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 5.34% | 28.25%-22.9pp | 29.72%-24.4pp | 172.34%-167.0pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $21,873 | $2,527+765.6% | $2,062+960.8% | $6,730+225.0% |
| Admin fee / account holder | $22 | $3,843-99.4% | $3,357-99.3% | $14,365-99.8% |