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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 | $265,749 | $225,449+17.9% | $219,466+21.1% | $237,064+12.1% |
| Participation rate | 100.0% | 50.3%+49.7pp | 44.6%+55.4pp | 45.6%+54.4pp |
| Annual return | 1.62% | 4.17%-2.5pp | 5.00%-3.4pp | 4.16%-2.5pp |
| Employer contribution / active EE | $28,571 | $39,228-27.2% | $35,918-20.5% | $42,918-33.4% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $13,772-100.0% | $13,204-100.0% | $21,465-100.0% |