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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 | $705,496 | $201,264+250.5% | $184,185+283.0% | $145,978+383.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 39.85% | 29.00%+10.8pp | 28.81%+11.0pp | 550.52%-510.7pp |
| Employer contribution / active EE | $888 | $7,021-87.4% | $6,426-86.2% | $4,662-81.0% |
| Participant deferral / active EE | $8,867 | $9,806-9.6% | $9,132-2.9% | $6,690+32.5% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |