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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 | $321,907 | $265,195+21.4% | $422,209-23.8% | $285,997+12.6% |
| Participation rate | 100.0% | 49.8%+50.2pp | 23.3%+76.7pp | 55.8%+44.2pp |
| Annual return | 11.83% | 13.43%-1.6pp | 12.68%-0.8pp | 24.44%-12.6pp |
| Employer contribution / active EE | $61,945 | $48,153+28.6% | $41,609+48.9% | $41,348+49.8% |
| Participant deferral / active EE | $0 | $98-100.0% | $96-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $2,528-100.0% | $10,609-100.0% | $22,013-100.0% |