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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 | $390,838 | $317,758+23.0% | $310,574+25.8% | $330,599+18.2% |
| Participation rate | 100.0% | 62.9%+37.1pp | 57.3%+42.7pp | 43.7%+56.3pp |
| Annual return | 5.73% | 8.10%-2.4pp | 8.04%-2.3pp | 13.05%-7.3pp |
| Employer contribution / active EE | $122,500 | $44,198+177.2% | $42,693+186.9% | $37,664+225.2% |
| Participant deferral / active EE | $0 | $35-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $6 | $9,260-99.9% | $8,889-99.9% | $31,365-100.0% |