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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 | $493,061 | $325,553+51.5% | $325,553+51.5% | $330,599+49.1% |
| Participation rate | 100.0% | 32.3%+67.7pp | 16.2%+83.8pp | 43.7%+56.3pp |
| Annual return | 11.99% | 9.15%+2.8pp | 9.17%+2.8pp | 13.05%-1.1pp |
| Employer contribution / active EE | $130,000 | $46,886+177.3% | $40,523+220.8% | $37,664+245.2% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $31,365-100.0% |