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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 | $970,859 | $326,582+197.3% | $319,634+203.7% | $254,510+281.5% |
| Participation rate | 100.0% | 34.7%+65.3pp | 27.6%+72.4pp | 43.0%+57.0pp |
| Annual return | 9.89% | 203.80%-193.9pp | 174.94%-165.0pp | 259.14%-249.2pp |
| Employer contribution / active EE | $11,400 | $43,384-73.7% | $38,590-70.5% | $41,471-72.5% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,517-100.0% | $3,298-100.0% | $21,546-100.0% |