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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 | $294,885 | $122,655+140.4% | $522,682-43.6% | $222,458+32.6% |
| Participation rate | 100.0% | 41.4%+58.6pp | 12.6%+87.4pp | 48.7%+51.3pp |
| Annual return | -1.10% | -5.77%+4.7pp | -3.43%+2.3pp | -2.16%+1.1pp |
| Employer contribution / active EE | $50,253 | $38,102+31.9% | $25,607+96.2% | $42,949+17.0% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $6,725-100.0% | $13,511-100.0% | $12,572-100.0% |