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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $436,713 | $169,587+157.5% | $157,466+177.3% | $233,076+87.4% |
| Participation rate | 100.0% | 34.7%+65.3pp | 11.9%+88.1pp | 46.4%+53.6pp |
| Annual return | -3.16% | -5.34%+2.2pp | 12.68%-15.8pp | -82.66%+79.5pp |
| Employer contribution / active EE | $125,000 | $31,322+299.1% | $22,860+446.8% | $43,771+185.6% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |