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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 | $663,797-27.1% | $663,797-27.1% | $330,599+46.3% |
| Participation rate | 100.0% | 47.2%+52.8pp | 40.5%+59.5pp | 43.7%+56.3pp |
| Annual return | 4.70% | 8.11%-3.4pp | 8.13%-3.4pp | 13.05%-8.3pp |
| Employer contribution / active EE | $120,000 | $43,909+173.3% | $42,719+180.9% | $37,664+218.6% |
| Participant deferral / active EE | $0 | $8-100.0% | $12-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $13,741-100.0% | $13,741-100.0% | $31,365-100.0% |