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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 | $270,578 | $458,700-41.0% | $458,700-41.0% | $339,457-20.3% |
| Participation rate | 100.0% | 46.5%+53.5pp | 39.9%+60.1pp | 43.9%+56.1pp |
| Annual return | 12.24% | 8.41%+3.8pp | 8.59%+3.6pp | 13.05%-0.8pp |
| Employer contribution / active EE | $14,286 | $36,698-61.1% | $33,035-56.8% | $37,651-62.1% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $33,172-100.0% | $33,172-100.0% | $31,074-100.0% |