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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 | $325,852 | $520,728-37.4% | $441,613-26.2% | $461,066-29.3% |
| Participation rate | 100.0% | 94.0%+6.0pp | 84.6%+15.4pp | 87.7%+12.3pp |
| Annual return | 21.40% | 0.18%+21.2pp | 2.50%+18.9pp | 484.84%-463.4pp |
| Employer contribution / active EE | $0 | $6,246-100.0% | $5,532-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,143-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $14,104-100.0% | $13,817-100.0% | $28,147-100.0% |