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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 | $525,934 | $224,669+134.1% | $202,297+160.0% | $285,997+83.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 52.5%+47.5pp | 55.8%+44.2pp |
| Annual return | 13.77% | 14.33%-0.6pp | 14.20%-0.4pp | 24.44%-10.7pp |
| Employer contribution / active EE | $50,000 | $33,894+47.5% | $29,473+69.6% | $41,348+20.9% |
| Participant deferral / active EE | $0 | $136-100.0% | $125-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $9,002-100.0% | $7,524-100.0% | $22,013-100.0% |