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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 | $1,106,775 | $282,126+292.3% | $282,126+292.3% | $254,173+335.4% |
| Participation rate | 100.0% | 56.3%+43.7pp | 41.9%+58.1pp | 43.0%+57.0pp |
| Annual return | 14.11% | 1315.74%-1301.6pp | 1087.39%-1073.3pp | 259.17%-245.1pp |
| Employer contribution / active EE | $0 | $46,882-100.0% | $42,245-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $84-100.0% | $120-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $2,639-100.0% | $2,639-100.0% | $21,502-100.0% |