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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 | $425,379 | $215,441+97.4% | $215,441+97.4% | $233,076+82.5% |
| Participation rate | 100.0% | 53.1%+46.9pp | 50.7%+49.3pp | 46.4%+53.6pp |
| Annual return | 1.09% | 1.21%-0.1pp | 1.09%0pp | -82.67%+83.8pp |
| Employer contribution / active EE | $81,315 | $59,814+35.9% | $57,621+41.1% | $43,771+85.8% |
| Participant deferral / active EE | $0 | $182-100.0% | $181-100.0% | $103-100.0% |
| Admin fee / account holder | $4 | $10,762-100.0% | $10,762-100.0% | $11,204-100.0% |