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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 | $492,078 | $154,228+219.1% | $145,433+238.4% | $137,256+258.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 50.06% | 74.59%-24.5pp | 66.58%-16.5pp | 220.34%-170.3pp |
| Employer contribution / active EE | $836 | $4,804-82.6% | $4,554-81.6% | $4,156-79.9% |
| Participant deferral / active EE | $4,927 | $8,216-40.0% | $7,897-37.6% | $6,407-23.1% |
| Admin fee / account holder | $163 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |