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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 | $550,925 | $206,041+167.4% | $201,416+173.5% | $330,599+66.6% |
| Participation rate | 100.0% | 56.3%+43.7pp | 32.7%+67.3pp | 43.7%+56.3pp |
| Annual return | 4.37% | 7.46%-3.1pp | 8.10%-3.7pp | 13.05%-8.7pp |
| Employer contribution / active EE | $125,000 | $34,689+260.3% | $28,649+336.3% | $37,664+231.9% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $31,365-100.0% |