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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 | $478,198 | $325,553+46.9% | $325,553+46.9% | $330,599+44.6% |
| Participation rate | 100.0% | 32.3%+67.7pp | 16.2%+83.8pp | 43.7%+56.3pp |
| Annual return | 10.71% | 9.15%+1.6pp | 9.17%+1.5pp | 13.05%-2.3pp |
| Employer contribution / active EE | $24,564 | $46,886-47.6% | $40,523-39.4% | $37,664-34.8% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $31,365-100.0% |