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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 | $324,087 | $344,842-6.0% | $334,005-3.0% | $338,137-4.2% |
| Participation rate | 100.0% | 51.6%+48.4pp | 43.7%+56.3pp | 43.9%+56.1pp |
| Annual return | 57.47% | 10.03%+47.4pp | 9.83%+47.6pp | 13.05%+44.4pp |
| Employer contribution / active EE | $68,567 | $31,899+114.9% | $30,308+126.2% | $37,647+82.1% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $30,946-100.0% |