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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 | $596,089 | $451,207+32.1% | $451,207+32.1% | $248,183+140.2% |
| Participation rate | 100.0% | 50.0%+50.0pp | 35.0%+65.0pp | 45.9%+54.1pp |
| Annual return | 24.77% | 8.63%+16.1pp | 8.77%+16.0pp | 10.21%+14.6pp |
| Employer contribution / active EE | $0 | $39,478-100.0% | $36,356-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $11,500 | $73+15653.4% | $68+16901.0% | $121+9427.6% |
| Admin fee / account holder | $0 | $3,635-100.0% | $3,635-100.0% | $13,518-100.0% |