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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 | $287,774 | $108,922+164.2% | $100,398+186.6% | $145,978+97.1% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 10.85% | 58.04%-47.2pp | 49.32%-38.5pp | 550.52%-539.7pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $13,296 | $8,450+57.3% | $8,084+64.5% | $6,690+98.8% |
| Admin fee / account holder | $0 | $9,680-100.0% | $7,893-100.0% | $13,400-100.0% |