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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 | $297,941 | $172,111+73.1% | $150,298+98.2% | $137,256+117.1% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 18.63% | 69.37%-50.7pp | 62.79%-44.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,553 | $6,166-58.6% | $5,453-53.2% | $6,407-60.1% |
| Admin fee / account holder | $243 | $16,471-98.5% | $14,116-98.3% | $12,270-98.0% |