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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 | $483,954 | $209,425+131.1% | $178,499+171.1% | $158,966+204.4% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 28.08% | 188.80%-160.7pp | 151.10%-123.0pp | 302.95%-274.9pp |
| Employer contribution / active EE | $737 | $5,707-87.1% | $5,011-85.3% | $4,762-84.5% |
| Participant deferral / active EE | $6,090 | $5,955+2.3% | $5,202+17.1% | $5,983+1.8% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |