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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 | $986,046 | $315,136+212.9% | $286,273+244.4% | $254,542+287.4% |
| Participation rate | 100.0% | 37.3%+62.7pp | 30.6%+69.4pp | 47.4%+52.6pp |
| Annual return | 23.05% | 10.25%+12.8pp | 10.78%+12.3pp | 12.16%+10.9pp |
| Employer contribution / active EE | $133,333 | $47,546+180.4% | $41,857+218.5% | $44,747+198.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $59-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $103,433-100.0% | $83,605-100.0% | $17,640-100.0% |