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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 | $76,834+626.1% | $108,359+414.8% | $87,485+537.7% |
| Participation rate | 97.2% | 61.7%+35.5pp | 70.1%+27.1pp | 68.9%+28.3pp |
| Annual return | 33.58% | 19.09%+14.5pp | 36.89%-3.3pp | 26.06%+7.5pp |
| Employer contribution / active EE | $167 | $1,556-89.3% | $2,399-93.1% | $2,596-93.6% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $6,537-100.0% | $9,741-100.0% | $7,775-100.0% |