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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 | $1,092,388 | $458,700+138.1% | $458,700+138.1% | $330,599+230.4% |
| Participation rate | 100.0% | 46.5%+53.5pp | 39.9%+60.1pp | 43.7%+56.3pp |
| Annual return | 9.63% | 8.44%+1.2pp | 8.61%+1.0pp | 13.05%-3.4pp |
| Employer contribution / active EE | $33,333 | $36,715-9.2% | $33,046+0.9% | $37,664-11.5% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $33,172-100.0% | $33,172-100.0% | $31,365-100.0% |