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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 | $273,084 | $212,470+28.5% | $428,620-36.3% | $254,542+7.3% |
| Participation rate | 100.0% | 52.4%+47.6pp | 46.0%+54.0pp | 47.3%+52.7pp |
| Annual return | 17.24% | 21.43%-4.2pp | 20.73%-3.5pp | 12.16%+5.1pp |
| Employer contribution / active EE | $24,000 | $39,472-39.2% | $36,503-34.3% | $44,747-46.4% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,476-100.0% | $7,495-100.0% | $17,640-100.0% |