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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 | $1,093,252 | $768,500+42.3% | $455,481+140.0% | $382,429+185.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 71.0%+29.0pp | 87.7%+12.3pp |
| Annual return | 4.00% | -6.81%+10.8pp | -2.82%+6.8pp | 248.85%-244.8pp |
| Employer contribution / active EE | $54,230 | $6,516+732.3% | $5,016+981.1% | $8,036+574.9% |
| Participant deferral / active EE | $0 | $3,736-100.0% | $3,583-100.0% | $5,727-100.0% |
| Admin fee / account holder | $17 | $26,750-99.9% | $17,461-99.9% | $30,732-99.9% |