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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 | $422,101 | $375,661+12.4% | $312,151+35.2% | $382,429+10.4% |
| Participation rate | 100.0% | 91.4%+8.6pp | 89.1%+10.9pp | 87.7%+12.3pp |
| Annual return | 14.63% | 0.11%+14.5pp | 1.82%+12.8pp | 248.85%-234.2pp |
| Employer contribution / active EE | $6,471 | $9,697-33.3% | $8,031-19.4% | $8,036-19.5% |
| Participant deferral / active EE | $0 | $5,737-100.0% | $5,370-100.0% | $5,727-100.0% |
| Admin fee / account holder | $1 | $64,308-100.0% | $51,799-100.0% | $30,732-100.0% |