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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 | $267,366 | $160,040+67.1% | $147,096+81.8% | $145,877+83.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.84% | 98.49%-75.7pp | 419.75%-396.9pp | 551.28%-528.4pp |
| Employer contribution / active EE | $510 | $5,289-90.4% | $4,936-89.7% | $4,663-89.1% |
| Participant deferral / active EE | $10,267 | $8,429+21.8% | $8,071+27.2% | $6,691+53.5% |
| Admin fee / account holder | $133 | $15,050-99.1% | $13,005-99.0% | $13,402-99.0% |