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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 | $1,849,123 | $157,304+1075.5% | $141,197+1209.6% | $152,909+1109.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 18.22% | 64.34%-46.1pp | 71.41%-53.2pp | 345.46%-327.2pp |
| Employer contribution / active EE | $894 | $5,263-83.0% | $4,736-81.1% | $4,764-81.2% |
| Participant deferral / active EE | $2,832 | $7,111-60.2% | $6,710-57.8% | $5,851-51.6% |
| Admin fee / account holder | $6 | $12,126-100.0% | $10,265-99.9% | $11,601-99.9% |