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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 | $732,450 | $290,873+151.8% | $290,873+151.8% | $338,137+116.6% |
| Participation rate | 100.0% | 31.3%+68.8pp | 27.8%+72.2pp | 43.9%+56.1pp |
| Annual return | 5.59% | 6.79%-1.2pp | 7.19%-1.6pp | 13.05%-7.5pp |
| Employer contribution / active EE | $66,667 | $39,571+68.5% | $35,860+85.9% | $37,647+77.1% |
| Participant deferral / active EE | $0 | $156-100.0% | $162-100.0% | $49-100.0% |
| Admin fee / account holder | $24 | $1,724-98.6% | $1,724-98.6% | $30,946-99.9% |