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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 | $273,779 | $156,398+75.1% | $147,318+85.8% | $138,895+97.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 30.22% | 78.75%-48.5pp | 70.43%-40.2pp | 145.39%-115.2pp |
| Employer contribution / active EE | $647 | $4,853-86.7% | $4,593-85.9% | $4,194-84.6% |
| Participant deferral / active EE | $2,647 | $8,237-67.9% | $7,906-66.5% | $6,396-58.6% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |