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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 | $798,112 | $258,845+208.3% | $846,462-5.7% | $222,458+258.8% |
| Participation rate | 100.0% | 51.0%+49.0pp | 23.1%+76.9pp | 48.7%+51.3pp |
| Annual return | -1.95% | -1.13%-0.8pp | -0.81%-1.1pp | -2.16%+0.2pp |
| Employer contribution / active EE | $33,584 | $49,652-32.4% | $38,425-12.6% | $42,949-21.8% |
| Participant deferral / active EE | $0 | $367-100.0% | $315-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $15,092-100.0% | $15,697-100.0% | $12,572-100.0% |