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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 | $406,144 | $262,251+54.9% | $250,986+61.8% | $287,034+41.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 50.6%+49.4pp | 55.9%+44.1pp |
| Annual return | 19.25% | 34.48%-15.2pp | 32.32%-13.1pp | 24.44%-5.2pp |
| Employer contribution / active EE | $50,000 | $36,000+38.9% | $33,960+47.2% | $41,341+20.9% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,013-100.0% |