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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 | $276,347 | $81,476+239.2% | $102,383+169.9% | $80,925+241.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 46.66% | 25.59%+21.1pp | 24.94%+21.7pp | 35.65%+11.0pp |
| Employer contribution / active EE | $498 | $3,105-83.9% | $3,870-87.1% | $2,756-81.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $141 | $6,717-97.9% | $8,391-98.3% | $6,940-98.0% |