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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 | $301,614 | $212,470+42.0% | $428,620-29.6% | $254,542+18.5% |
| Participation rate | 100.0% | 52.4%+47.6pp | 46.0%+54.0pp | 47.3%+52.7pp |
| Annual return | 28.56% | 21.43%+7.1pp | 20.73%+7.8pp | 12.16%+16.4pp |
| Employer contribution / active EE | $50,000 | $39,472+26.7% | $36,503+37.0% | $44,747+11.7% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $130 | $5,476-97.6% | $7,495-98.3% | $17,640-99.3% |