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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 | $496,862 | $127,387+290.0% | $115,038+331.9% | $125,389+296.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.27% | 31.28%-30.0pp | 26.14%-24.9pp | 282.24%-281.0pp |
| Employer contribution / active EE | $144 | $5,166-97.2% | $4,608-96.9% | $4,866-97.0% |
| Participant deferral / active EE | $6,000 | $6,423-6.6% | $6,026-0.4% | $5,352+12.1% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |