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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 | $197,637+186.8% | $177,848+218.7% | $158,982+256.5% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 12.87% | 58.77%-45.9pp | 48.33%-35.5pp | 302.99%-290.1pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $18,409 | $8,405+119.0% | $7,714+138.6% | $5,983+207.7% |
| Admin fee / account holder | $8 | $15,406-100.0% | $12,431-99.9% | $11,252-99.9% |