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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 | $1,069,571 | $184,014+481.2% | $161,149+563.7% | $138,895+670.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 18.20% | 21.52%-3.3pp | 21.16%-3.0pp | 145.39%-127.2pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $31,000 | $6,909+348.7% | $6,153+403.8% | $6,396+384.7% |
| Admin fee / account holder | $120 | $18,027-99.3% | $15,194-99.2% | $12,562-99.0% |