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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 | $483,625 | $628,955-23.1% | $628,955-23.1% | $339,457+42.5% |
| Participation rate | 100.0% | 48.6%+51.4pp | 41.9%+58.1pp | 43.9%+56.1pp |
| Annual return | 4.70% | 8.11%-3.4pp | 8.13%-3.4pp | 13.05%-8.3pp |
| Employer contribution / active EE | $120,000 | $43,861+173.6% | $42,674+181.2% | $37,651+218.7% |
| Participant deferral / active EE | $0 | $8-100.0% | $12-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $12,760-100.0% | $12,760-100.0% | $31,074-100.0% |