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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 | $302,569 | $135,956+122.5% | $123,894+144.2% | $273,972+10.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.24% | 56.63%-48.4pp | 47.52%-39.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $807 | $5,170-84.4% | $4,617-82.5% | $4,869-83.4% |
| Participant deferral / active EE | $11,905 | $6,343+87.7% | $5,984+98.9% | $5,287+125.2% |
| Admin fee / account holder | $2 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |