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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 | $324,553 | $957,623-66.1% | $927,953-65.0% | $587,889-44.8% |
| Participation rate | 100.0% | 94.4%+5.6pp | 93.5%+6.5pp | 87.9%+12.1pp |
| Annual return | 209.79% | 6.72%+203.1pp | 5.36%+204.4pp | 19.70%+190.1pp |
| Employer contribution / active EE | $101,251 | $24,652+310.7% | $24,118+319.8% | $21,263+376.2% |
| Participant deferral / active EE | $0 | $4,656-100.0% | $4,634-100.0% | $8,361-100.0% |
| Admin fee / account holder | $0 | $57,396-100.0% | $55,107-100.0% | $49,457-100.0% |