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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 | $436,805 | $785,698-44.4% | $694,382-37.1% | $554,306-21.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 77.1%+22.9pp | 84.6%+15.4pp |
| Annual return | 16.74% | 9.34%+7.4pp | 9.66%+7.1pp | 10.47%+6.3pp |
| Employer contribution / active EE | $0 | $27,225-100.0% | $25,660-100.0% | $25,289-100.0% |
| Participant deferral / active EE | $0 | $1,297-100.0% | $1,431-100.0% | $3,690-100.0% |
| Admin fee / account holder | $0 | $18,173-100.0% | $15,543-100.0% | $49,540-100.0% |