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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 | $661,247 | $312,448+111.6% | $297,102+122.6% | $422,293+56.6% |
| Participation rate | 100.0% | 44.1%+55.9pp | 35.4%+64.6pp | 34.7%+65.3pp |
| Annual return | 23.43% | 7.80%+15.6pp | 7.91%+15.5pp | 12.28%+11.2pp |
| Employer contribution / active EE | $48,000 | $30,768+56.0% | $29,328+63.7% | $34,589+38.8% |
| Participant deferral / active EE | $0 | $14-100.0% | $17-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $11,723-100.0% | $10,077-100.0% | $47,656-100.0% |