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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 | $335,225 | $185,312+80.9% | $161,489+107.6% | $154,746+116.6% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 17.41% | 103.84%-86.4pp | 89.72%-72.3pp | 172.34%-154.9pp |
| Employer contribution / active EE | $2 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,020 | $6,350+26.3% | $5,630+42.5% | $6,730+19.2% |
| Admin fee / account holder | $178 | $18,654-99.0% | $16,006-98.9% | $14,365-98.8% |