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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 | $865,218 | $317,758+172.3% | $310,574+178.6% | $339,457+154.9% |
| Participation rate | 100.0% | 62.9%+37.1pp | 57.3%+42.7pp | 43.9%+56.1pp |
| Annual return | 4.96% | 8.11%-3.1pp | 8.05%-3.1pp | 13.05%-8.1pp |
| Employer contribution / active EE | $187,500 | $44,186+324.3% | $42,683+339.3% | $37,651+398.0% |
| Participant deferral / active EE | $0 | $35-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $9,260-100.0% | $8,889-100.0% | $31,074-100.0% |