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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 | $618,728-57.3% | $618,728-57.3% | $380,063-30.5% |
| Participation rate | 100.0% | 47.2%+52.8pp | 37.8%+62.2pp | 27.7%+72.3pp |
| Annual return | 17.20% | 2.43%+14.8pp | 2.61%+14.6pp | 15.59%+1.6pp |
| Employer contribution / active EE | $26,667 | $37,377-28.7% | $36,531-27.0% | $33,256-19.8% |
| Participant deferral / active EE | $0 | $90-100.0% | $87-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $69,555-100.0% | $69,555-100.0% | $21,009-100.0% |