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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 | $380,238 | $273,772+38.9% | $255,499+48.8% | $328,120+15.9% |
| Participation rate | 100.0% | 41.4%+58.6pp | 32.7%+67.3pp | 34.1%+65.9pp |
| Annual return | 13.87% | 6.69%+7.2pp | 6.84%+7.0pp | 13.02%+0.9pp |
| Employer contribution / active EE | $125,881 | $31,317+302.0% | $29,902+321.0% | $34,257+267.5% |
| Participant deferral / active EE | $0 | $8-100.0% | $13-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,241-100.0% | $39,117-100.0% |