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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 | $426,667 | $209,336+103.8% | $197,124+116.4% | $137,256+210.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.73% | 48.09%-34.4pp | 44.34%-30.6pp | 220.34%-206.6pp |
| Employer contribution / active EE | $480 | $6,591-92.7% | $6,227-92.3% | $4,156-88.5% |
| Participant deferral / active EE | $10,398 | $9,614+8.1% | $9,135+13.8% | $6,407+62.3% |
| Admin fee / account holder | $9 | $17,308-100.0% | $16,298-99.9% | $12,270-99.9% |