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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 | $454,181 | $447,126+1.6% | $219,333+107.1% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | - |
| Annual return | -2.05% | -2.32%+0.3pp | -2.01%0pp | - |
| Employer contribution / active EE | $0 | $3,986-100.0% | $34,453-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $34-100.0% | - |
| Admin fee / account holder | $0 | $22,491-100.0% | $5,362-100.0% | - |