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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 | $265,802 | $318,230-16.5% | $306,246-13.2% | $285,997-7.1% |
| Participation rate | 100.0% | 68.8%+31.3pp | 62.9%+37.1pp | 55.8%+44.2pp |
| Annual return | 6.29% | 37.67%-31.4pp | 35.15%-28.9pp | 24.44%-18.2pp |
| Employer contribution / active EE | $66,667 | $48,360+37.9% | $46,389+43.7% | $41,348+61.2% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $4,311-100.0% | $4,448-100.0% | $22,013-100.0% |