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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 | $266,864 | $276,582-3.5% | $1,035,159-74.2% | $233,076+14.5% |
| Participation rate | 100.0% | 53.4%+46.6pp | 49.6%+50.4pp | 46.4%+53.6pp |
| Annual return | -2.84% | -68.32%+65.5pp | -61.72%+58.9pp | -82.67%+79.8pp |
| Employer contribution / active EE | $73,250 | $50,529+45.0% | $47,703+53.6% | $43,771+67.3% |
| Participant deferral / active EE | $0 | $121-100.0% | $135-100.0% | $103-100.0% |
| Admin fee / account holder | $178 | $5,930-97.0% | $5,792-96.9% | $11,204-98.4% |