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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 | $417,562 | $317,758+31.4% | $310,574+34.4% | $330,599+26.3% |
| Participation rate | 75.0% | 62.9%+12.1pp | 57.3%+17.7pp | 43.7%+31.3pp |
| Annual return | 14.96% | 8.10%+6.9pp | 8.04%+6.9pp | 13.05%+1.9pp |
| Employer contribution / active EE | $0 | $44,198-100.0% | $42,693-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $35-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $9,260-100.0% | $8,889-100.0% | $31,365-100.0% |