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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 | $630,530 | $337,745+86.7% | $337,745+86.7% | $287,034+119.7% |
| Participation rate | 100.0% | 53.6%+46.4pp | 44.1%+55.9pp | 55.9%+44.1pp |
| Annual return | 18.26% | 9.53%+8.7pp | 9.57%+8.7pp | 24.44%-6.2pp |
| Employer contribution / active EE | $66,667 | $44,170+50.9% | $39,758+67.7% | $41,341+61.3% |
| Participant deferral / active EE | $0 | $40-100.0% | $45-100.0% | $55-100.0% |
| Admin fee / account holder | $32 | $352,588-100.0% | $352,588-100.0% | $22,013-99.9% |