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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 | $1,160,106 | $397,815+191.6% | $397,815+191.6% | $286,788+304.5% |
| Participation rate | 100.0% | 49.0%+51.0pp | 33.6%+66.4pp | 37.6%+62.4pp |
| Annual return | 5.17% | 9.62%-4.5pp | 9.74%-4.6pp | 9.30%-4.1pp |
| Employer contribution / active EE | $32,833 | $46,336-29.1% | $39,474-16.8% | $43,748-24.9% |
| Participant deferral / active EE | $0 | $130-100.0% | $135-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $10,161-100.0% | $10,161-100.0% | $12,596-100.0% |