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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 | $816,487 | $254,759+220.5% | $216,567+277.0% | $198,609+311.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 11.29% | 10.04%+1.2pp | 12.94%-1.7pp | 202.70%-191.4pp |
| Employer contribution / active EE | $1,345 | $6,096-77.9% | $5,216-74.2% | $5,055-73.4% |
| Participant deferral / active EE | $6,889 | $6,948-0.9% | $6,191+11.3% | $6,977-1.3% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |