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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 | $792,036 | $202,389+291.3% | $198,173+299.7% | $248,183+219.1% |
| Participation rate | 100.0% | 48.7%+51.3pp | 42.0%+58.0pp | 45.9%+54.1pp |
| Annual return | 12.88% | 9.89%+3.0pp | 10.16%+2.7pp | 10.21%+2.7pp |
| Employer contribution / active EE | $100,000 | $36,071+177.2% | $33,192+201.3% | $42,272+136.6% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $145 | $7,397-98.0% | $7,531-98.1% | $13,518-98.9% |