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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 | $1,465,543 | $124,425+1077.9% | $112,040+1208.1% | $137,256+967.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.15% | 24.72%-11.6pp | 24.52%-11.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $20,875 | $5,718+265.1% | $5,098+309.5% | $6,407+225.8% |
| Admin fee / account holder | $11 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |