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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 | $328,684 | $117,535+179.6% | $108,235+203.7% | $222,458+47.8% |
| Participation rate | 100.0% | 42.4%+57.6pp | 32.2%+67.8pp | 48.7%+51.3pp |
| Annual return | 0.05% | -1.67%+1.7pp | -1.08%+1.1pp | -2.16%+2.2pp |
| Employer contribution / active EE | $6,319 | $44,358-85.8% | $35,779-82.3% | $42,949-85.3% |
| Participant deferral / active EE | $16,342 | $230+7004.6% | $238+6757.6% | $153+10553.1% |
| Admin fee / account holder | $34 | $17,025-99.8% | $13,449-99.7% | $12,572-99.7% |