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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 | $1,617,355 | $937,755+72.5% | $329,695+390.6% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | - |
| Annual return | 10.66% | 72.14%-61.5pp | 9.82%+0.8pp | - |
| Employer contribution / active EE | $0 | $14,822-100.0% | $30,322-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $66-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $53,840-100.0% | - |