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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 | $1,141,400 | $160,548+610.9% | $145,218+686.0% | $233,076+389.7% |
| Participation rate | 100.0% | 23.9%+76.1pp | 20.5%+79.5pp | 46.4%+53.6pp |
| Annual return | 0.00% | -0.62%+0.6pp | -0.67%+0.7pp | -82.67%+82.7pp |
| Employer contribution / active EE | $0 | $37,810-100.0% | $31,731-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $456-100.0% | $473-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $36,086-100.0% | $28,383-100.0% | $11,204-100.0% |