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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 | $339,223 | $225,449+50.5% | $219,466+54.6% | $237,064+43.1% |
| Participation rate | 100.0% | 50.3%+49.7pp | 44.6%+55.4pp | 45.6%+54.4pp |
| Annual return | 4.50% | 4.17%+0.3pp | 5.00%-0.5pp | 4.16%+0.3pp |
| Employer contribution / active EE | $37,500 | $39,228-4.4% | $35,918+4.4% | $42,918-12.6% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $13,772-100.0% | $13,204-100.0% | $21,465-100.0% |