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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 | $489,802 | $266,915+83.5% | $319,010+53.5% | $350,051+39.9% |
| Participation rate | 100.0% | 55.4%+44.6pp | 47.0%+53.0pp | 44.5%+55.5pp |
| Annual return | -15.60% | 12.39%-28.0pp | 10.22%-25.8pp | -14.65%-0.9pp |
| Employer contribution / active EE | $41,667 | $53,662-22.4% | $51,198-18.6% | $46,321-10.0% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $9,726-100.0% | $10,810-100.0% | $14,582-100.0% |