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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 | $422,845 | $142,816+196.1% | $128,366+229.4% | $248,183+70.4% |
| Participation rate | 100.0% | 22.2%+77.8pp | 19.3%+80.7pp | 45.9%+54.1pp |
| Annual return | 16.57% | 8.48%+8.1pp | 9.39%+7.2pp | 10.21%+6.4pp |
| Employer contribution / active EE | $95,000 | $40,983+131.8% | $33,466+183.9% | $42,272+124.7% |
| Participant deferral / active EE | $0 | $682-100.0% | $657-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $2,425-100.0% | $2,132-100.0% | $13,518-100.0% |