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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 | $361,060 | $183,516+96.7% | $155,534+132.1% | $145,884+147.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 9.38% | 61.43%-52.0pp | 64.92%-55.5pp | 551.85%-542.5pp |
| Employer contribution / active EE | $449 | $5,315-91.6% | $4,675-90.4% | $4,662-90.4% |
| Participant deferral / active EE | $22,875 | $6,467+253.7% | $5,630+306.3% | $6,690+241.9% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |