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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 | $342,342 | $209,336+63.5% | $197,124+73.7% | $137,256+149.4% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 17.29% | 48.09%-30.8pp | 44.34%-27.1pp | 220.34%-203.1pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,734 | $9,614-50.8% | $9,135-48.2% | $6,407-26.1% |
| Admin fee / account holder | $17 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |