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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 | $149,446+134.5% | $256,809+36.5% | $94,015+272.7% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 14.89% | 17.55%-2.7pp | 32.73%-17.8pp | 17.84%-3.0pp |
| Employer contribution / active EE | $0 | $4,596-100.0% | $7,263-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $9,115 | $6,491+40.4% | $9,520-4.3% | $4,249+114.5% |
| Admin fee / account holder | $238 | $24,035-99.0% | $25,146-99.1% | $8,951-97.3% |