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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 | $316,242 | $444,907-28.9% | $304,612+3.8% | $382,429-17.3% |
| Participation rate | 100.0% | 89.6%+10.4pp | 81.9%+18.1pp | 87.7%+12.3pp |
| Annual return | 5.00% | 345.83%-340.8pp | 329.91%-324.9pp | 248.85%-243.9pp |
| Employer contribution / active EE | $0 | $10,568-100.0% | $7,476-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $7,127-100.0% | $5,388-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $16,329-100.0% | $12,962-100.0% | $30,732-100.0% |