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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 | $250,877 | $224,372+11.8% | $219,333+14.4% | $222,458+12.8% |
| Participation rate | 100.0% | 47.3%+52.7pp | 42.3%+57.7pp | 48.7%+51.3pp |
| Annual return | -0.55% | -2.14%+1.6pp | -2.01%+1.5pp | -2.16%+1.6pp |
| Employer contribution / active EE | $75,606 | $37,296+102.7% | $34,453+119.5% | $42,949+76.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $25 | $5,081-99.5% | $5,362-99.5% | $12,572-99.8% |