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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 | $257,359 | $212,470+21.1% | $428,620-40.0% | $254,542+1.1% |
| Participation rate | 75.0% | 52.4%+22.6pp | 46.0%+29.0pp | 47.3%+27.7pp |
| Annual return | 19.38% | 21.43%-2.0pp | 20.73%-1.3pp | 12.16%+7.2pp |
| Employer contribution / active EE | $21,000 | $39,472-46.8% | $36,503-42.5% | $44,747-53.1% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $219 | $5,476-96.0% | $7,495-97.1% | $17,640-98.8% |