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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 | $475,637 | $159,934+197.4% | $147,005+223.6% | $145,959+225.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.07% | 98.24%-80.2pp | 418.76%-400.7pp | 561.95%-543.9pp |
| Employer contribution / active EE | $349 | $5,287-93.4% | $4,934-92.9% | $4,661-92.5% |
| Participant deferral / active EE | $17,050 | $8,427+102.3% | $8,070+111.3% | $6,689+154.9% |
| Admin fee / account holder | $210 | $15,053-98.6% | $13,006-98.4% | $13,398-98.4% |