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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 | $268,343 | $227,399+18.0% | $189,758+41.4% | $198,609+35.1% |
| Participation rate | 77.8% | 84.0%-6.2pp | 79.8%-2.0pp | 82.4%-4.6pp |
| Annual return | 17.04% | 61.03%-44.0pp | 52.62%-35.6pp | 202.70%-185.7pp |
| Employer contribution / active EE | $448 | $5,526-91.9% | $4,767-90.6% | $5,055-91.1% |
| Participant deferral / active EE | $3,760 | $6,837-45.0% | $5,856-35.8% | $6,977-46.1% |
| Admin fee / account holder | $17 | $25,162-99.9% | $20,388-99.9% | $19,030-99.9% |