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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 | $363,215 | $212,386+71.0% | $199,883+81.7% | $138,895+161.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 11.89% | 47.75%-35.9pp | 43.81%-31.9pp | 145.39%-133.5pp |
| Employer contribution / active EE | $680 | $6,625-89.7% | $6,261-89.1% | $4,194-83.8% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $11 | $18,233-99.9% | $17,268-99.9% | $12,562-99.9% |