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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 | $185,312+44.8% | $161,489+66.2% | $154,746+73.4% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.7%-0.9pp | 80.7%-2.9pp |
| Annual return | 17.04% | 103.84%-86.8pp | 89.72%-72.7pp | 172.34%-155.3pp |
| Employer contribution / active EE | $448 | $4,769-90.6% | $4,268-89.5% | $4,379-89.8% |
| Participant deferral / active EE | $3,760 | $6,350-40.8% | $5,630-33.2% | $6,730-44.1% |
| Admin fee / account holder | $17 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |