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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 | $160,070+67.0% | $147,117+81.7% | $145,897+83.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.84% | 98.69%-75.8pp | 420.54%-397.7pp | 552.29%-529.4pp |
| Employer contribution / active EE | $510 | $5,285-90.3% | $4,932-89.7% | $4,663-89.1% |
| Participant deferral / active EE | $10,267 | $8,419+21.9% | $8,065+27.3% | $6,689+53.5% |
| Admin fee / account holder | $133 | $15,035-99.1% | $12,993-99.0% | $13,390-99.0% |