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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 | $358,023 | $276,582+29.4% | $1,035,159-65.4% | $233,076+53.6% |
| Participation rate | 100.0% | 53.4%+46.6pp | 49.6%+50.4pp | 46.4%+53.6pp |
| Annual return | 5.51% | -68.32%+73.8pp | -61.72%+67.2pp | -82.67%+88.2pp |
| Employer contribution / active EE | $38,333 | $50,529-24.1% | $47,703-19.6% | $43,771-12.4% |
| Participant deferral / active EE | $0 | $121-100.0% | $135-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $5,930-100.0% | $5,792-100.0% | $11,204-100.0% |