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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 | $300,485 | $201,264+49.3% | $184,185+63.1% | $145,978+105.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.80% | 29.00%-19.2pp | 28.81%-19.0pp | 550.52%-540.7pp |
| Employer contribution / active EE | $1,403 | $7,021-80.0% | $6,426-78.2% | $4,662-69.9% |
| Participant deferral / active EE | $13,598 | $9,806+38.7% | $9,132+48.9% | $6,690+103.3% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |