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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 | $401,068 | $95,895+318.2% | $79,576+404.0% | $134,509+198.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 29.17% | -2.72%+31.9pp | 0.15%+29.0pp | 418.13%-389.0pp |
| Employer contribution / active EE | $170 | $3,128-94.6% | $2,413-93.0% | $4,741-96.4% |
| Participant deferral / active EE | $2,080 | $4,693-55.7% | $3,985-47.8% | $6,400-67.5% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |