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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 | $226,918+45.8% | $226,918+45.8% | $418,949-21.1% |
| Participation rate | 100.0% | 21.9%+78.1pp | 19.4%+80.6pp | 35.7%+64.3pp |
| Annual return | 17.51% | 8.21%+9.3pp | 8.54%+9.0pp | 15.19%+2.3pp |
| Employer contribution / active EE | $7,968 | $27,703-71.2% | $26,203-69.6% | $34,877-77.2% |
| Participant deferral / active EE | $16,389 | $255+6330.5% | $449+3553.2% | $86+19046.6% |
| Admin fee / account holder | $73 | $16,566-99.6% | $16,566-99.6% | $50,584-99.9% |