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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 | $642,878 | $165,399+288.7% | $149,745+329.3% | $158,982+304.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 8.20% | 348.34%-340.1pp | 276.72%-268.5pp | 302.99%-294.8pp |
| Employer contribution / active EE | $819 | $5,105-84.0% | $4,646-82.4% | $4,763-82.8% |
| Participant deferral / active EE | $2,673 | $7,183-62.8% | $6,843-60.9% | $5,983-55.3% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |