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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 | $311,956 | $545,454-42.8% | $534,296-41.6% | $430,769-27.6% |
| Participation rate | 100.0% | 94.8%+5.2pp | 92.1%+7.9pp | 90.6%+9.4pp |
| Annual return | 8.51% | -0.06%+8.6pp | 0.02%+8.5pp | 10.77%-2.3pp |
| Employer contribution / active EE | $20,078 | $34,675-42.1% | $34,080-41.1% | $26,022-22.8% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $3,667-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $11,320-100.0% | $11,850-100.0% | $18,309-100.0% |