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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 | $308,730 | $89,370+245.5% | $141,197+118.7% | $72,976+323.1% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 22.16% | 111.88%-89.7pp | 71.41%-49.2pp | 81.02%-58.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,932 | $5,419+46.4% | $6,710+18.2% | $3,608+119.9% |
| Admin fee / account holder | $49 | $5,957-99.2% | $10,265-99.5% | $5,124-99.0% |