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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 | $323,458+98.0% | $282,424+126.8% | $380,063+68.5% |
| Participation rate | 75.0% | 40.6%+34.4pp | 27.9%+47.1pp | 27.7%+47.3pp |
| Annual return | 8.74% | 3.54%+5.2pp | 3.87%+4.9pp | 15.59%-6.9pp |
| Employer contribution / active EE | $0 | $31,139-100.0% | $28,590-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $13,003-100.0% | $8,735-100.0% | $21,009-100.0% |