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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 | $505,809 | $315,136+60.5% | $286,273+76.7% | $254,542+98.7% |
| Participation rate | 100.0% | 37.3%+62.7pp | 30.6%+69.4pp | 47.4%+52.6pp |
| Annual return | 10.18% | 10.25%-0.1pp | 10.78%-0.6pp | 12.16%-2.0pp |
| Employer contribution / active EE | $250,000 | $47,546+425.8% | $41,857+497.3% | $44,747+458.7% |
| Participant deferral / active EE | $0 | $65-100.0% | $59-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $103,433-100.0% | $83,605-100.0% | $17,640-100.0% |