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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 | $260,723 | $342,274-23.8% | $342,274-23.8% | $330,599-21.1% |
| Participation rate | 100.0% | 19.5%+80.5pp | 14.4%+85.6pp | 43.7%+56.3pp |
| Annual return | 14.48% | 7.83%+6.6pp | 8.34%+6.1pp | 13.05%+1.4pp |
| Employer contribution / active EE | $6,732 | $34,993-80.8% | $30,790-78.1% | $37,652-82.1% |
| Participant deferral / active EE | $13,508 | $124+10815.6% | $252+5258.4% | $48+28199.5% |
| Admin fee / account holder | $50 | $47,069-99.9% | $47,069-99.9% | $31,365-99.8% |