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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 | $536,512 | $286,961+87.0% | $286,961+87.0% | $237,064+126.3% |
| Participation rate | 100.0% | 40.0%+60.0pp | 13.3%+86.7pp | 45.6%+54.4pp |
| Annual return | 11.65% | 0.33%+11.3pp | 2.61%+9.0pp | 4.16%+7.5pp |
| Employer contribution / active EE | $166,667 | $31,805+424.0% | $24,109+591.3% | $42,918+288.3% |
| Participant deferral / active EE | $0 | $0 | $17-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $148-100.0% | $21,465-100.0% |