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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 | $591,290 | $340,249+73.8% | $329,695+79.3% | $330,599+78.9% |
| Participation rate | 100.0% | 51.3%+48.7pp | 43.4%+56.6pp | 43.7%+56.3pp |
| Annual return | 5.93% | 10.01%-4.1pp | 9.82%-3.9pp | 13.05%-7.1pp |
| Employer contribution / active EE | $100,000 | $31,912+213.4% | $30,322+229.8% | $37,664+165.5% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $31,365-100.0% |