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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 | $2,156,408 | $349,454+517.1% | $250,061+762.4% | $330,599+552.3% |
| Participation rate | 100.0% | 46.9%+53.1pp | 46.0%+54.0pp | 43.7%+56.3pp |
| Annual return | 10.73% | 7.41%+3.3pp | 7.82%+2.9pp | 13.05%-2.3pp |
| Employer contribution / active EE | $244,500 | $40,226+507.8% | $31,823+668.3% | $37,664+549.2% |
| Participant deferral / active EE | $0 | $170-100.0% | $365-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $31,499-100.0% | $18,503-100.0% | $31,365-100.0% |