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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 | $557,873 | $73,787+656.1% | $98,716+465.1% | $82,448+576.6% |
| Participation rate | 97.2% | 61.4%+35.8pp | 69.3%+27.9pp | 68.1%+29.2pp |
| Annual return | 33.58% | 18.57%+15.0pp | 31.81%+1.8pp | 41.64%-8.1pp |
| Employer contribution / active EE | $167 | $1,511-89.0% | $2,279-92.7% | $2,551-93.5% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $6,500-100.0% | $8,703-100.0% | $7,234-100.0% |