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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 | $607,710 | $142,953+325.1% | $139,743+334.9% | $237,064+156.3% |
| Participation rate | 100.0% | 35.1%+64.9pp | 22.6%+77.4pp | 45.6%+54.4pp |
| Annual return | 7.16% | 4.04%+3.1pp | 4.96%+2.2pp | 4.16%+3.0pp |
| Employer contribution / active EE | $34,286 | $35,442-3.3% | $29,749+15.3% | $42,918-20.1% |
| Participant deferral / active EE | $0 | $26-100.0% | $26-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $3,549-100.0% | $3,369-100.0% | $21,465-100.0% |