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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 | $1,192,236 | $174,379+583.7% | $152,093+683.9% | $138,895+758.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 21.43% | 74.86%-53.4pp | 66.36%-44.9pp | 145.39%-124.0pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $30,375 | $6,159+393.2% | $5,451+457.2% | $6,396+374.9% |
| Admin fee / account holder | $60 | $16,880-99.6% | $14,497-99.6% | $12,562-99.5% |