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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 | $251,342 | $380,165-33.9% | $369,410-32.0% | $286,788-12.4% |
| Participation rate | 100.0% | 36.6%+63.4pp | 29.4%+70.6pp | 37.6%+62.4pp |
| Annual return | 3.98% | 8.07%-4.1pp | 8.29%-4.3pp | 9.30%-5.3pp |
| Employer contribution / active EE | $73,180 | $44,987+62.7% | $40,774+79.5% | $43,748+67.3% |
| Participant deferral / active EE | $0 | $27-100.0% | $26-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,690-100.0% | $4,495-100.0% | $12,596-100.0% |