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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 | $443,909 | $135,905+226.6% | $126,068+252.1% | $198,609+123.5% |
| Participation rate | 76.2% | 85.6%-9.4pp | 84.7%-8.5pp | 82.4%-6.2pp |
| Annual return | 15.88% | 14.07%+1.8pp | 15.01%+0.9pp | 202.70%-186.8pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $16,054 | $8,523+88.3% | $8,214+95.4% | $6,977+130.1% |
| Admin fee / account holder | $0 | $21,036-100.0% | $18,264-100.0% | $19,030-100.0% |