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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 | $456,889 | $358,152+27.6% | $345,870+32.1% | $461,066-0.9% |
| Participation rate | 100.0% | 90.7%+9.3pp | 91.2%+8.8pp | 87.7%+12.3pp |
| Annual return | -0.65% | -10.67%+10.0pp | -10.24%+9.6pp | 484.84%-485.5pp |
| Employer contribution / active EE | $0 | $6,073-100.0% | $5,845-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $2,733-100.0% | $2,984-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $35,126-100.0% | $33,207-100.0% | $28,147-100.0% |