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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 | $279,143 | $176,786+57.9% | $146,643+90.4% | $167,536+66.6% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 12.69% | 24.04%-11.4pp | 22.75%-10.1pp | 478.82%-466.1pp |
| Employer contribution / active EE | $839 | $5,161-83.7% | $4,137-79.7% | $4,839-82.7% |
| Participant deferral / active EE | $4,908 | $6,440-23.8% | $5,506-10.9% | $6,342-22.6% |
| Admin fee / account holder | $84 | $13,262-99.4% | $10,280-99.2% | $12,315-99.3% |