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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 | $312,448+105.0% | $297,102+115.6% | $422,293+51.7% |
| Participation rate | 75.0% | 44.1%+30.9pp | 35.4%+39.6pp | 34.7%+40.3pp |
| Annual return | 8.74% | 7.80%+0.9pp | 7.91%+0.8pp | 12.28%-3.5pp |
| Employer contribution / active EE | $0 | $30,768-100.0% | $29,328-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $17-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $11,723-100.0% | $10,077-100.0% | $47,656-100.0% |