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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 | $1,637,423 | $1,637,4230% | $1,637,4230% | $248,183+559.8% |
| Participation rate | 100.0% | 16.7%+83.3pp | 5.3%+94.7pp | 45.9%+54.1pp |
| Annual return | 22.91% | 9.24%+13.7pp | 15.63%+7.3pp | 10.21%+12.7pp |
| Employer contribution / active EE | $0 | $101,185-100.0% | $56,677-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $0 | $93-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $13,518-100.0% |