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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 | $556,123 | $398,892+39.4% | $398,892+39.4% | $285,997+94.5% |
| Participation rate | 100.0% | 64.6%+35.4pp | 54.1%+45.9pp | 55.8%+44.2pp |
| Annual return | 27.28% | 8.30%+19.0pp | 8.54%+18.7pp | 24.44%+2.8pp |
| Employer contribution / active EE | $17,000 | $41,025-58.6% | $37,153-54.2% | $41,348-58.9% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $77,551-100.0% | $77,551-100.0% | $22,013-100.0% |