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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 | $600,430 | $213,785+180.9% | $185,441+223.8% | $155,188+286.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 13.87% | 19.97%-6.1pp | 20.16%-6.3pp | 148.84%-135.0pp |
| Employer contribution / active EE | $700 | $5,393-87.0% | $4,672-85.0% | $4,248-83.5% |
| Participant deferral / active EE | $15,000 | $6,864+118.5% | $6,152+143.8% | $6,531+129.7% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |