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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 | $519,992 | $252,073+106.3% | $218,366+138.1% | $349,369+48.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 40.0%+60.0pp | 44.4%+55.6pp |
| Annual return | -3.62% | -8.69%+5.1pp | -9.12%+5.5pp | -14.65%+11.0pp |
| Employer contribution / active EE | $143,250 | $39,282+264.7% | $36,696+290.4% | $46,321+209.3% |
| Participant deferral / active EE | $0 | $76-100.0% | $72-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $4,699-100.0% | $3,602-100.0% | $14,582-100.0% |