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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 | $470,193 | $152,592+208.1% | $125,180+275.6% | $152,885+207.5% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.5%+3.3pp |
| Annual return | 26.85% | 54.84%-28.0pp | 43.79%-16.9pp | 345.39%-318.5pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,697 | $5,868+48.2% | $4,937+76.2% | $5,851+48.6% |
| Admin fee / account holder | $58 | $13,435-99.6% | $9,703-99.4% | $11,598-99.5% |