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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 | $350,429 | $145,431+141.0% | $211,142+66.0% | $87,485+300.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 14.89% | 27.21%-12.3pp | 46.84%-31.9pp | 26.06%-11.2pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,115 | $6,859+32.9% | $9,284-1.8% | $4,274+113.3% |
| Admin fee / account holder | $238 | $17,052-98.6% | $19,076-98.8% | $7,775-96.9% |