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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 | $515,584 | $233,278+121.0% | $379,314+35.9% | $233,076+121.2% |
| Participation rate | 100.0% | 37.6%+62.4pp | 17.4%+82.6pp | 46.4%+53.6pp |
| Annual return | 1.41% | -2.89%+4.3pp | -2.18%+3.6pp | -82.67%+84.1pp |
| Employer contribution / active EE | $116,667 | $50,326+131.8% | $38,751+201.1% | $43,771+166.5% |
| Participant deferral / active EE | $0 | $170-100.0% | $151-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $4,632-100.0% | $4,180-100.0% | $11,204-100.0% |