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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 | $253,465 | $325,553-22.1% | $325,553-22.1% | $339,457-25.3% |
| Participation rate | 100.0% | 32.3%+67.7pp | 16.2%+83.8pp | 43.9%+56.1pp |
| Annual return | 5.29% | 9.11%-3.8pp | 9.14%-3.9pp | 13.05%-7.8pp |
| Employer contribution / active EE | $62,419 | $46,869+33.2% | $40,511+54.1% | $37,651+65.8% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $31,074-100.0% |