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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 | $512,593 | $183,978+178.6% | $162,171+216.1% | $152,885+235.3% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.5%+3.3pp |
| Annual return | 24.03% | 150.78%-126.7pp | 115.60%-91.6pp | 345.39%-321.4pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,534 | $8,033-18.7% | $7,297-10.5% | $5,851+11.7% |
| Admin fee / account holder | $40 | $13,122-99.7% | $10,843-99.6% | $11,598-99.7% |