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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 | $566,816 | $197,603+186.8% | $177,827+218.7% | $158,950+256.6% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 12.87% | 58.76%-45.9pp | 48.32%-35.5pp | 302.91%-290.0pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $18,409 | $8,404+119.0% | $7,713+138.7% | $5,983+207.7% |
| Admin fee / account holder | $8 | $15,402-100.0% | $12,429-99.9% | $11,248-99.9% |