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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 | $640,578 | $340,597+88.1% | $328,890+94.8% | $418,949+52.9% |
| Participation rate | 75.0% | 48.7%+26.3pp | 41.1%+33.9pp | 35.7%+39.3pp |
| Annual return | 8.74% | 8.34%+0.4pp | 8.43%+0.3pp | 15.19%-6.5pp |
| Employer contribution / active EE | $0 | $30,496-100.0% | $29,249-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $11-100.0% | $13-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $11,069-100.0% | $10,081-100.0% | $50,584-100.0% |