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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 | $281,238 | $127,229+121.0% | $115,939+142.6% | $237,064+18.6% |
| Participation rate | 100.0% | 22.8%+77.2pp | 19.3%+80.7pp | 45.6%+54.4pp |
| Annual return | 9.01% | 3.55%+5.5pp | 3.97%+5.0pp | 4.16%+4.9pp |
| Employer contribution / active EE | $91,667 | $33,688+172.1% | $28,168+225.4% | $42,918+113.6% |
| Participant deferral / active EE | $0 | $205-100.0% | $274-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $15,835-100.0% | $12,837-100.0% | $21,465-100.0% |