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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 | $571,209 | $209,212+173.0% | $18,392,177-96.9% | $237,064+141.0% |
| Participation rate | 100.0% | 56.6%+43.4pp | 37.5%+62.5pp | 45.6%+54.4pp |
| Annual return | 6.78% | 1.57%+5.2pp | 3.99%+2.8pp | 4.16%+2.6pp |
| Employer contribution / active EE | $69,502 | $47,181+47.3% | $38,279+81.6% | $42,918+61.9% |
| Participant deferral / active EE | $0 | $138-100.0% | $386-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,510-100.0% | $140,034-100.0% | $21,465-100.0% |