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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 | $925,391 | $228,395+305.2% | $185,861+397.9% | $158,982+482.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.93% | 40.82%-25.9pp | 35.96%-21.0pp | 302.99%-288.1pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,167 | $6,417+42.8% | $5,634+62.7% | $5,983+53.2% |
| Admin fee / account holder | $17 | $11,869-99.9% | $9,503-99.8% | $11,252-99.9% |