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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 | $324,074+4.0% | $278,538+21.1% | $461,066-26.9% |
| Participation rate | 100.0% | 85.4%+14.6pp | 83.2%+16.8pp | 87.7%+12.3pp |
| Annual return | 3.99% | -7.67%+11.7pp | -6.42%+10.4pp | 484.84%-480.9pp |
| Employer contribution / active EE | $0 | $10,290-100.0% | $8,620-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $6,868-100.0% | $5,790-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $15,098-100.0% | $12,986-100.0% | $28,147-100.0% |