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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 | $717,287 | $266,731+168.9% | $256,121+180.1% | $248,183+189.0% |
| Participation rate | 100.0% | 59.4%+40.6pp | 37.7%+62.3pp | 45.9%+54.1pp |
| Annual return | 6.40% | 7.61%-1.2pp | 9.60%-3.2pp | 10.21%-3.8pp |
| Employer contribution / active EE | $109,500 | $55,817+96.2% | $45,595+140.2% | $42,272+159.0% |
| Participant deferral / active EE | $0 | $245-100.0% | $255-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $10,098-100.0% | $9,523-100.0% | $13,518-100.0% |