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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 | $1,641,653 | $340,249+382.5% | $329,695+397.9% | $330,599+396.6% |
| Participation rate | 100.0% | 51.3%+48.7pp | 43.4%+56.6pp | 43.7%+56.3pp |
| Annual return | 9.63% | 10.01%-0.4pp | 9.82%-0.2pp | 13.05%-3.4pp |
| Employer contribution / active EE | $23,000 | $31,912-27.9% | $30,322-24.1% | $37,664-38.9% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $31,365-100.0% |