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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 | $412,369 | $160,040+157.7% | $147,096+180.3% | $145,877+182.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 16.32% | 98.49%-82.2pp | 419.75%-403.4pp | 551.28%-535.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,467 | $8,429-35.1% | $8,071-32.3% | $6,691-18.3% |
| Admin fee / account holder | $4 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |