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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 | $878,483 | $354,213+148.0% | $568,132+54.6% | $254,542+245.1% |
| Participation rate | 100.0% | 44.0%+56.0pp | 21.0%+79.0pp | 47.3%+52.7pp |
| Annual return | 10.35% | 12.49%-2.1pp | 14.64%-4.3pp | 12.16%-1.8pp |
| Employer contribution / active EE | $225,000 | $52,238+330.7% | $41,831+437.9% | $44,747+402.8% |
| Participant deferral / active EE | $0 | $219-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,274-100.0% | $36,942-100.0% | $17,640-100.0% |