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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 | $259,232 | $127,387+103.5% | $115,038+125.3% | $125,389+106.7% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -1.37% | 31.28%-32.6pp | 26.14%-27.5pp | 282.24%-283.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,392 | $6,423-31.6% | $6,026-27.1% | $5,352-17.9% |
| Admin fee / account holder | $96 | $9,516-99.0% | $8,175-98.8% | $9,541-99.0% |