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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 | $268,208 | $587,889-54.4% | $159,156+68.5% | $587,889-54.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 85.0%+15.0pp | 87.9%+12.1pp |
| Annual return | 5.97% | 19.70%-13.7pp | 10.03%-4.1pp | 19.70%-13.7pp |
| Employer contribution / active EE | $0 | $21,263-100.0% | $11,593-100.0% | $21,263-100.0% |
| Participant deferral / active EE | $0 | $8,361-100.0% | $4,578-100.0% | $8,361-100.0% |
| Admin fee / account holder | $0 | $49,457-100.0% | $122,144-100.0% | $49,457-100.0% |