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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 | $574,398 | $266,915+115.2% | $319,010+80.1% | $349,369+64.4% |
| Participation rate | 100.0% | 55.4%+44.6pp | 47.0%+53.0pp | 44.4%+55.6pp |
| Annual return | -12.05% | 12.39%-24.4pp | 10.22%-22.3pp | -14.65%+2.6pp |
| Employer contribution / active EE | $93,153 | $53,662+73.6% | $51,205+81.9% | $46,321+101.1% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $9,726-100.0% | $10,810-100.0% | $14,582-100.0% |