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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 | $331,552 | $167,504+97.9% | $151,628+118.7% | $134,509+146.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 4.57% | 7.81%-3.2pp | 3.34%+1.2pp | 418.13%-413.6pp |
| Employer contribution / active EE | $1,411 | $6,828-79.3% | $6,165-77.1% | $4,741-70.2% |
| Participant deferral / active EE | $14,225 | $8,985+58.3% | $8,363+70.1% | $6,400+122.3% |
| Admin fee / account holder | $138 | $13,779-99.0% | $11,613-98.8% | $11,427-98.8% |