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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 | $146,267+139.6% | $197,124+77.8% | $82,448+325.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 14.89% | 29.61%-14.7pp | 44.34%-29.5pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,115 | $7,035+29.6% | $9,135-0.2% | $4,139+120.2% |
| Admin fee / account holder | $238 | $14,422-98.3% | $16,298-98.5% | $7,234-96.7% |