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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 | $256,782 | $185,883+38.1% | $170,043+51.0% | $139,466+84.1% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 26.08% | 60.54%-34.5pp | 53.40%-27.3pp | 373.66%-347.6pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $14,123 | $11,626+21.5% | $10,410+35.7% | $6,712+110.4% |
| Admin fee / account holder | $17 | $15,393-99.9% | $12,824-99.9% | $11,409-99.8% |