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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 | $264,223 | $99,345+166.0% | $84,753+211.8% | $273,972-3.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 30.67% | 22.93%+7.7pp | 22.78%+7.9pp | 41.46%-10.8pp |
| Employer contribution / active EE | $565 | $4,214-86.6% | $3,574-84.2% | $4,869-88.4% |
| Participant deferral / active EE | $1,656 | $4,270-61.2% | $3,712-55.4% | $5,287-68.7% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |