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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 | $708,205 | $218,893+223.5% | $436,953+62.1% | $233,076+203.9% |
| Participation rate | 100.0% | 49.9%+50.1pp | 44.2%+55.8pp | 46.4%+53.6pp |
| Annual return | -4.58% | -114.98%+110.4pp | -102.04%+97.5pp | -82.66%+78.1pp |
| Employer contribution / active EE | $165,020 | $39,361+319.2% | $36,232+355.5% | $43,771+277.0% |
| Participant deferral / active EE | $0 | $45-100.0% | $48-100.0% | $103-100.0% |
| Admin fee / account holder | $268 | $11,759-97.7% | $12,721-97.9% | $11,204-97.6% |