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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 | $416,875 | $81,446+411.8% | $103,374+303.3% | $80,874+415.5% |
| Participation rate | 97.9% | 66.9%+31.1pp | 74.5%+23.4pp | 67.6%+30.3pp |
| Annual return | 115.55% | 25.57%+90.0pp | 24.89%+90.7pp | 35.62%+79.9pp |
| Employer contribution / active EE | $589 | $3,107-81.0% | $3,869-84.8% | $2,756-78.6% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $281 | $6,715-95.8% | $8,394-96.7% | $6,935-96.0% |