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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 | $474,570 | $893,103-46.9% | $893,103-46.9% | $422,293+12.4% |
| Participation rate | 75.0% | 63.2%+11.8pp | 63.2%+11.8pp | 34.7%+40.3pp |
| Annual return | 13.65% | 10.64%+3.0pp | 10.53%+3.1pp | 12.28%+1.4pp |
| Employer contribution / active EE | $0 | $35,145-100.0% | $32,400-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $19-100.0% | $18-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $4,376-100.0% | $4,376-100.0% | $47,656-100.0% |