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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 | $701,499 | $275,752+154.4% | $256,809+173.2% | $198,609+253.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 16.01% | 34.81%-18.8pp | 32.73%-16.7pp | 202.70%-186.7pp |
| Employer contribution / active EE | $1,842 | $7,721-76.1% | $7,263-74.6% | $5,055-63.6% |
| Participant deferral / active EE | $11,371 | $10,037+13.3% | $9,520+19.4% | $6,977+63.0% |
| Admin fee / account holder | $274 | $25,716-98.9% | $25,146-98.9% | $19,030-98.6% |