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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 | $257,469 | $167,362+53.8% | $143,799+79.0% | $134,532+91.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.68% | 0.47%-19.2pp | -0.04%-18.6pp | 418.27%-436.9pp |
| Employer contribution / active EE | $755 | $5,620-86.6% | $4,952-84.8% | $4,741-84.1% |
| Participant deferral / active EE | $5,734 | $6,447-11.1% | $5,638+1.7% | $6,401-10.4% |
| Admin fee / account holder | $184 | $18,094-99.0% | $14,677-98.7% | $11,429-98.4% |