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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 | $3,219,907 | $3,219,9070% | $3,219,9070% | $339,457+848.5% |
| Participation rate | 100.0% | 20.0%+80.0pp | 10.0%+90.0pp | 43.9%+56.1pp |
| Annual return | 19.09% | 0.58%+18.5pp | 3.48%+15.6pp | 13.05%+6.0pp |
| Employer contribution / active EE | $0 | $47,609-100.0% | $31,780-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $0 | $83-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $31,074-100.0% |