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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 | $250,633 | $317,758-21.1% | $310,574-19.3% | $339,457-26.2% |
| Participation rate | 100.0% | 62.9%+37.1pp | 57.3%+42.7pp | 43.9%+56.1pp |
| Annual return | 7.39% | 8.11%-0.7pp | 8.05%-0.7pp | 13.05%-5.7pp |
| Employer contribution / active EE | $18,271 | $44,186-58.6% | $42,683-57.2% | $37,651-51.5% |
| Participant deferral / active EE | $26,750 | $35+76442.6% | $66+40370.6% | $48+55958.4% |
| Admin fee / account holder | $0 | $9,260-100.0% | $8,889-100.0% | $31,074-100.0% |