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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 | $372,003 | $261,171+42.4% | $252,559+47.3% | $222,458+67.2% |
| Participation rate | 100.0% | 58.0%+42.0pp | 50.9%+49.1pp | 48.7%+51.3pp |
| Annual return | -2.78% | -1.71%-1.1pp | -1.68%-1.1pp | -2.16%-0.6pp |
| Employer contribution / active EE | $187,537 | $47,449+295.2% | $44,959+317.1% | $42,949+336.6% |
| Participant deferral / active EE | $0 | $326-100.0% | $330-100.0% | $153-100.0% |
| Admin fee / account holder | $13 | $14,004-99.9% | $12,994-99.9% | $12,572-99.9% |