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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 | $250,157 | $117,565+112.8% | $104,783+138.7% | $484,799-48.4% |
| Participation rate | 100.0% | 100.0%0pp | 88.3%+11.7pp | 91.1%+8.9pp |
| Annual return | 0.13% | 3.86%-3.7pp | 4.82%-4.7pp | 5.95%-5.8pp |
| Employer contribution / active EE | $125,000 | $42,875+191.5% | $33,773+270.1% | $27,493+354.7% |
| Participant deferral / active EE | $0 | $1,254-100.0% | $1,165-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $1,853-100.0% | $1,648-100.0% | $18,209-100.0% |