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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 | $336,803 | $174,379+93.1% | $152,093+121.4% | $138,895+142.5% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 17.72% | 74.86%-57.1pp | 66.36%-48.6pp | 145.39%-127.7pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,404 | $6,159+52.7% | $5,451+72.5% | $6,396+47.0% |
| Admin fee / account holder | $71 | $16,880-99.6% | $14,497-99.5% | $12,562-99.4% |