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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 | $692,962 | $352,342+96.7% | $336,864+105.7% | $233,076+197.3% |
| Participation rate | 100.0% | 37.5%+62.5pp | 27.8%+72.2pp | 46.4%+53.6pp |
| Annual return | -0.55% | -3.41%+2.9pp | -3.29%+2.7pp | -82.66%+82.1pp |
| Employer contribution / active EE | $120,000 | $41,836+186.8% | $36,762+226.4% | $43,771+174.2% |
| Participant deferral / active EE | $0 | $12-100.0% | $11-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,977-100.0% | $6,121-100.0% | $11,204-100.0% |