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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 | $2,878,176 | $209,336+1274.9% | $197,124+1360.1% | $137,256+1996.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 59.35% | 48.09%+11.3pp | 44.34%+15.0pp | 220.34%-161.0pp |
| Employer contribution / active EE | $163 | $6,591-97.5% | $6,227-97.4% | $4,156-96.1% |
| Participant deferral / active EE | $13,511 | $9,614+40.5% | $9,135+47.9% | $6,407+110.9% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |