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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 | $319,011 | $176,105+81.1% | $159,474+100.0% | $167,536+90.4% |
| Participation rate | 77.8% | 85.0%-7.2pp | 82.8%-5.1pp | 82.1%-4.3pp |
| Annual return | 21.04% | 331.91%-310.9pp | 263.68%-242.6pp | 478.82%-457.8pp |
| Employer contribution / active EE | $572 | $5,299-89.2% | $4,831-88.2% | $4,839-88.2% |
| Participant deferral / active EE | $9,016 | $7,751+16.3% | $7,353+22.6% | $6,342+42.2% |
| Admin fee / account holder | $246 | $12,559-98.0% | $10,802-97.7% | $12,315-98.0% |