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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 | $519,568 | $111,787+364.8% | $93,681+454.6% | $145,978+255.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 34.82% | 203.52%-168.7pp | 133.47%-98.6pp | 550.52%-515.7pp |
| Employer contribution / active EE | $427 | $3,093-86.2% | $2,422-82.4% | $4,662-90.8% |
| Participant deferral / active EE | $2,130 | $4,918-56.7% | $4,415-51.8% | $6,690-68.2% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |