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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 | $280,286 | $280,2860% | $280,2860% | $328,120-14.6% |
| Participation rate | 100.0% | 25.0%+75.0pp | 9.1%+90.9pp | 34.1%+65.9pp |
| Annual return | 10.87% | -1.64%+12.5pp | 4.11%+6.8pp | 13.02%-2.2pp |
| Employer contribution / active EE | $66,667 | $31,130+114.2% | $20,922+218.6% | $34,257+94.6% |
| Participant deferral / active EE | $0 | $0 | $0 | $62-100.0% |
| Admin fee / account holder | $0 | $39,117-100.0% | - | $39,117-100.0% |