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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 | $337,486 | $201,259+67.7% | $184,200+83.2% | $145,959+131.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.34% | 28.98%-16.6pp | 28.80%-16.5pp | 561.95%-549.6pp |
| Employer contribution / active EE | $1,363 | $7,018-80.6% | $6,424-78.8% | $4,661-70.8% |
| Participant deferral / active EE | $10,358 | $9,806+5.6% | $9,132+13.4% | $6,689+54.9% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |