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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 | $339,153 | $233,278+45.4% | $379,314-10.6% | $233,076+45.5% |
| Participation rate | 100.0% | 37.6%+62.4pp | 17.4%+82.6pp | 46.4%+53.6pp |
| Annual return | -3.47% | -2.89%-0.6pp | -2.18%-1.3pp | -82.67%+79.2pp |
| Employer contribution / active EE | $25,815 | $50,326-48.7% | $38,751-33.4% | $43,771-41.0% |
| Participant deferral / active EE | $0 | $170-100.0% | $151-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $4,632-100.0% | $4,180-100.0% | $11,204-100.0% |