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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 | $309,253 | $304,959+1.4% | $296,643+4.3% | $222,458+39.0% |
| Participation rate | 100.0% | 48.9%+51.1pp | 44.4%+55.6pp | 48.7%+51.3pp |
| Annual return | 3.64% | -1.51%+5.2pp | -18.97%+22.6pp | -2.16%+5.8pp |
| Employer contribution / active EE | $34,973 | $56,375-38.0% | $54,628-36.0% | $42,949-18.6% |
| Participant deferral / active EE | $0 | $77-100.0% | $78-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $9,901-100.0% | $9,901-100.0% | $12,572-100.0% |