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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 | $352,455 | $274,299+28.5% | $274,299+28.5% | $286,788+22.9% |
| Participation rate | 100.0% | 43.5%+56.5pp | 39.8%+60.2pp | 37.6%+62.4pp |
| Annual return | 12.63% | 8.66%+4.0pp | 8.84%+3.8pp | 9.30%+3.3pp |
| Employer contribution / active EE | $112,000 | $69,684+60.7% | $67,498+65.9% | $43,748+156.0% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $46,528-100.0% | $46,528-100.0% | $12,596-100.0% |