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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 | $337,198 | $244,357+38.0% | $210,245+60.4% | $382,429-11.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 81.8%+18.2pp | 87.7%+12.3pp |
| Annual return | 3.99% | -7.05%+11.0pp | -5.56%+9.5pp | 248.85%-244.9pp |
| Employer contribution / active EE | $0 | $6,439-100.0% | $5,917-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,757-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $11,489-100.0% | $13,533-100.0% | $30,732-100.0% |