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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 | $925,769 | $263,436+251.4% | $305,030+203.5% | $254,510+263.7% |
| Participation rate | 100.0% | 47.8%+52.2pp | 44.7%+55.3pp | 43.0%+57.0pp |
| Annual return | 27.68% | 288.76%-261.1pp | 380.66%-353.0pp | 259.14%-231.5pp |
| Employer contribution / active EE | $133,333 | $47,316+181.8% | $45,083+195.8% | $41,471+221.5% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,313-100.0% | $12,800-100.0% | $21,546-100.0% |