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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 | $310,174 | $187,247+65.6% | $164,721+88.3% | $349,369-11.2% |
| Participation rate | 100.0% | 44.0%+56.0pp | 21.0%+79.0pp | 44.4%+55.6pp |
| Annual return | 3.16% | -5.84%+9.0pp | -5.85%+9.0pp | -14.65%+17.8pp |
| Employer contribution / active EE | $125,000 | $39,394+217.3% | $31,839+292.6% | $46,321+169.9% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,070-100.0% | $1,000-100.0% | $14,582-100.0% |