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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 | $2,715,491 | $2,286,405+18.8% | $2,286,405+18.8% | $286,788+846.9% |
| Participation rate | 100.0% | 40.0%+60.0pp | 10.5%+89.5pp | 37.6%+62.4pp |
| Annual return | 19.39% | 0.51%+18.9pp | 4.92%+14.5pp | 9.30%+10.1pp |
| Employer contribution / active EE | $0 | $61,097-100.0% | $39,114-100.0% | $43,746-100.0% |
| Participant deferral / active EE | $0 | $0 | $79-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $12,596-100.0% |