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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 | $330,422 | $162,803+103.0% | $473,625-30.2% | $285,997+15.5% |
| Participation rate | 100.0% | 73.7%+26.3pp | 37.3%+62.7pp | 55.8%+44.2pp |
| Annual return | 12.12% | 17.22%-5.1pp | 20.18%-8.1pp | 24.44%-12.3pp |
| Employer contribution / active EE | $30,120 | $35,410-14.9% | $29,108+3.5% | $41,348-27.2% |
| Participant deferral / active EE | $0 | $6-100.0% | $6-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $1,223-100.0% | $2,262-100.0% | $22,013-100.0% |