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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 | $2,278,297 | $2,278,2970% | $2,278,2970% | $350,051+550.8% |
| Participation rate | 100.0% | 16.7%+83.3pp | 5.6%+94.4pp | 44.5%+55.5pp |
| Annual return | -16.10% | -14.95%-1.2pp | 111.29%-127.4pp | -14.65%-1.5pp |
| Employer contribution / active EE | $0 | $68,238-100.0% | $46,003-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $0 | $62-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $14,582-100.0% |