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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 | $528,092 | $315,650+67.3% | $308,621+71.1% | $338,137+56.2% |
| Participation rate | 100.0% | 62.7%+37.3pp | 57.2%+42.8pp | 43.9%+56.1pp |
| Annual return | 26.74% | 8.11%+18.6pp | 8.05%+18.7pp | 13.05%+13.7pp |
| Employer contribution / active EE | $21,783 | $44,168-50.7% | $42,669-48.9% | $37,651-42.1% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $8,774-100.0% | $30,946-100.0% |