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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 | $280,286 | $280,2860% | $280,2860% | $418,949-33.1% |
| Participation rate | 100.0% | 20.0%+80.0pp | 8.3%+91.7pp | 35.7%+64.3pp |
| Annual return | 10.87% | 4.78%+6.1pp | 9.71%+1.2pp | 15.19%-4.3pp |
| Employer contribution / active EE | $66,667 | $29,038+129.6% | $21,536+209.6% | $34,877+91.1% |
| Participant deferral / active EE | $0 | $0 | $42-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $50,584-100.0% | - | $50,584-100.0% |