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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 | $77,574+619.1% | $108,753+413.0% | $86,983+541.4% |
| Participation rate | 97.2% | 62.3%+34.9pp | 71.1%+26.1pp | 69.5%+27.7pp |
| Annual return | 33.58% | 18.42%+15.2pp | 37.47%-3.9pp | 25.83%+7.8pp |
| Employer contribution / active EE | $167 | $1,611-89.7% | $2,427-93.1% | $2,584-93.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $0 | $6,529-100.0% | $10,320-100.0% | $7,856-100.0% |