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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 | $327,005 | $128,324+154.8% | $115,507+183.1% | $237,064+37.9% |
| Participation rate | 100.0% | 52.7%+47.3pp | 42.8%+57.2pp | 45.6%+54.4pp |
| Annual return | 1.53% | 3.98%-2.4pp | 4.07%-2.5pp | 4.16%-2.6pp |
| Employer contribution / active EE | $94,174 | $53,200+77.0% | $45,149+108.6% | $42,918+119.4% |
| Participant deferral / active EE | $0 | $90-100.0% | $92-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $241,606-100.0% | $203,571-100.0% | $21,465-100.0% |