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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 | $1,726,577 | $264,545+552.7% | $186,774+824.4% | $285,997+503.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 55.8%+44.2pp | 55.8%+44.2pp |
| Annual return | 15.59% | 8.01%+7.6pp | 7.78%+7.8pp | 24.44%-8.8pp |
| Employer contribution / active EE | $205,000 | $41,524+393.7% | $32,517+530.4% | $41,348+395.8% |
| Participant deferral / active EE | $0 | $359-100.0% | $504-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $2,053-100.0% | $3,044-100.0% | $22,013-100.0% |