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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 | $368,837 | $84,236+337.9% | $170,435+116.4% | $70,126+426.0% |
| Participation rate | 97.1% | 70.8%+26.2pp | 83.6%+13.5pp | 69.5%+27.5pp |
| Annual return | 19.23% | 23.06%-3.8pp | 205.94%-186.7pp | 73.15%-53.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $15,406 | $3,086+399.2% | $4,939+211.9% | $3,332+362.4% |
| Admin fee / account holder | $46 | $5,698-99.2% | $13,881-99.7% | $4,645-99.0% |