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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 | $345,383 | $175,259+97.1% | $149,723+130.7% | $139,487+147.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 22.62% | 166.82%-144.2pp | 134.50%-111.9pp | 373.84%-351.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,310 | $6,522-49.3% | $5,682-41.8% | $6,713-50.7% |
| Admin fee / account holder | $37 | $16,158-99.8% | $13,215-99.7% | $11,407-99.7% |