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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 | $174,379+53.9% | $152,093+76.4% | $138,895+93.2% |
| Participation rate | 77.8% | 81.6%-3.9pp | 77.8%0pp | 79.9%-2.1pp |
| Annual return | 17.04% | 74.86%-57.8pp | 66.36%-49.3pp | 145.39%-128.4pp |
| Employer contribution / active EE | $448 | $4,652-90.4% | $4,175-89.3% | $4,194-89.3% |
| Participant deferral / active EE | $3,760 | $6,159-39.0% | $5,451-31.0% | $6,396-41.2% |
| Admin fee / account holder | $17 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |