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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 | $330,741 | $258,827+27.8% | $258,827+27.8% | $422,293-21.7% |
| Participation rate | 100.0% | 21.4%+78.6pp | 19.4%+80.6pp | 34.7%+65.3pp |
| Annual return | 17.51% | 8.39%+9.1pp | 8.60%+8.9pp | 12.28%+5.2pp |
| Employer contribution / active EE | $7,968 | $28,468-72.0% | $27,075-70.6% | $34,589-77.0% |
| Participant deferral / active EE | $16,389 | $318+5047.0% | $540+2936.2% | $93+17542.9% |
| Admin fee / account holder | $73 | $19,327-99.6% | $19,327-99.6% | $47,656-99.8% |