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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 | $520,523 | $183,627+183.5% | $155,602+234.5% | $145,978+256.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 10.37% | 61.32%-51.0pp | 64.81%-54.4pp | 550.52%-540.2pp |
| Employer contribution / active EE | $907 | $5,316-82.9% | $4,675-80.6% | $4,662-80.5% |
| Participant deferral / active EE | $5,733 | $6,466-11.3% | $5,629+1.8% | $6,690-14.3% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |