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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 | $264,125 | $444,773-40.6% | $444,773-40.6% | $328,120-19.5% |
| Participation rate | 100.0% | 50.8%+49.2pp | 42.7%+57.3pp | 34.1%+65.9pp |
| Annual return | 17.20% | 6.34%+10.9pp | 6.38%+10.8pp | 13.02%+4.2pp |
| Employer contribution / active EE | $26,667 | $40,783-34.6% | $39,647-32.7% | $34,257-22.2% |
| Participant deferral / active EE | $0 | $54-100.0% | $58-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $37,010-100.0% | $37,010-100.0% | $39,117-100.0% |