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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 | $518,034 | $123,155+320.6% | $108,753+376.3% | $155,188+233.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 16.35% | 44.73%-28.4pp | 37.47%-21.1pp | 148.84%-132.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $31,000 | $4,623+570.5% | $4,115+653.4% | $6,531+374.6% |
| Admin fee / account holder | $51 | $12,126-99.6% | $10,320-99.5% | $14,480-99.6% |