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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 | $276,070 | $185,887+48.5% | $179,823+53.5% | $339,457-18.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 42.1%+57.9pp | 43.9%+56.1pp |
| Annual return | 17.33% | 173.87%-156.5pp | 148.54%-131.2pp | 13.05%+4.3pp |
| Employer contribution / active EE | $33,333 | $30,823+8.1% | $26,844+24.2% | $37,651-11.5% |
| Participant deferral / active EE | $0 | $68-100.0% | $63-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,660-100.0% | $1,660-100.0% | $31,074-100.0% |