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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 | $291,000 | $218,893+32.9% | $436,953-33.4% | $233,076+24.9% |
| Participation rate | 83.3% | 49.9%+33.4pp | 44.2%+39.2pp | 46.4%+37.0pp |
| Annual return | 2.04% | -114.97%+117.0pp | -102.03%+104.1pp | -82.66%+84.7pp |
| Employer contribution / active EE | $75,000 | $39,358+90.6% | $36,229+107.0% | $43,769+71.4% |
| Participant deferral / active EE | $0 | $45-100.0% | $48-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,759-100.0% | $12,721-100.0% | $11,204-100.0% |