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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 | $922,830 | $261,421+253.0% | $248,520+271.3% | $254,542+262.5% |
| Participation rate | 100.0% | 59.1%+40.9pp | 35.1%+64.9pp | 47.3%+52.7pp |
| Annual return | 10.56% | 9.46%+1.1pp | 239.57%-229.0pp | 12.16%-1.6pp |
| Employer contribution / active EE | $57,995 | $52,068+11.4% | $43,837+32.3% | $44,747+29.6% |
| Participant deferral / active EE | $0 | $614-100.0% | $575-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $39,249-100.0% | $36,083-100.0% | $17,640-100.0% |