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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 | $311,599 | $148,582+109.7% | $135,942+129.2% | $139,456+123.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 12.26% | 79.26%-67.0pp | 68.28%-56.0pp | 373.45%-361.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $8,721 | $8,101+7.6% | $7,759+12.4% | $6,711+29.9% |
| Admin fee / account holder | $266 | $12,402-97.9% | $10,764-97.5% | $11,407-97.7% |