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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 | $416,875 | $81,476+411.7% | $102,383+307.2% | $80,925+415.1% |
| Participation rate | 97.9% | 66.8%+31.1pp | 74.5%+23.4pp | 67.7%+30.3pp |
| Annual return | 115.55% | 25.59%+90.0pp | 24.94%+90.6pp | 35.65%+79.9pp |
| Employer contribution / active EE | $589 | $3,105-81.0% | $3,870-84.8% | $2,756-78.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $281 | $6,717-95.8% | $8,391-96.7% | $6,940-96.0% |