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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 | $251,179 | $217,432+15.5% | $185,849+35.2% | $167,536+49.9% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 13.55% | 148.42%-134.9pp | 122.10%-108.5pp | 478.82%-465.3pp |
| Employer contribution / active EE | $929 | $5,875-84.2% | $5,169-82.0% | $4,839-80.8% |
| Participant deferral / active EE | $7,872 | $6,357+23.8% | $5,569+41.4% | $6,342+24.1% |
| Admin fee / account holder | $95 | $19,818-99.5% | $16,244-99.4% | $12,315-99.2% |