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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 | $277,374 | $187,247+48.1% | $164,721+68.4% | $350,051-20.8% |
| Participation rate | 100.0% | 44.0%+56.0pp | 21.0%+79.0pp | 44.5%+55.5pp |
| Annual return | 0.49% | -5.84%+6.3pp | -5.85%+6.3pp | -14.65%+15.1pp |
| Employer contribution / active EE | $97,497 | $39,394+147.5% | $31,839+206.2% | $46,321+110.5% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,070-100.0% | $1,000-100.0% | $14,582-100.0% |