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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 | $213,785+400.3% | $185,441+476.8% | $155,188+589.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 18.20% | 19.97%-1.8pp | 20.16%-2.0pp | 148.84%-130.6pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $31,000 | $6,864+351.6% | $6,152+403.9% | $6,531+374.6% |
| Admin fee / account holder | $120 | $21,134-99.4% | $17,890-99.3% | $14,480-99.2% |