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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 | $329,374 | $340,249-3.2% | $329,695-0.1% | $330,599-0.4% |
| Participation rate | 100.0% | 51.3%+48.7pp | 43.4%+56.6pp | 43.7%+56.3pp |
| Annual return | 28.94% | 10.01%+18.9pp | 9.82%+19.1pp | 13.05%+15.9pp |
| Employer contribution / active EE | $33,262 | $31,912+4.2% | $30,322+9.7% | $37,664-11.7% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $123 | $60,407-99.8% | $53,840-99.8% | $31,365-99.6% |