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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 | $474,312-3.7% | $577,088-20.8% | $428,746+6.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 89.2%+10.8pp | 88.2%+11.8pp |
| Annual return | -0.65% | -9.06%+8.4pp | -8.71%+8.1pp | 331.92%-332.6pp |
| Employer contribution / active EE | $0 | $8,025-100.0% | $7,764-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $0 | $3,327-100.0% | $3,454-100.0% | $5,961-100.0% |
| Admin fee / account holder | $0 | $32,457-100.0% | $34,566-100.0% | $31,735-100.0% |