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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 | $787,984 | $185,887+323.9% | $179,823+338.2% | $330,599+138.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 42.1%+57.9pp | 43.7%+56.3pp |
| Annual return | 4.34% | 174.20%-169.9pp | 148.78%-144.4pp | 13.05%-8.7pp |
| Employer contribution / active EE | $51,284 | $30,844+66.3% | $26,858+90.9% | $37,664+36.2% |
| Participant deferral / active EE | $0 | $68-100.0% | $63-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,660-100.0% | $1,660-100.0% | $31,365-100.0% |