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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 | $260,064 | $121,907+113.3% | $116,667+122.9% | $286,788-9.3% |
| Participation rate | 100.0% | 47.1%+52.9pp | 33.4%+66.6pp | 37.6%+62.4pp |
| Annual return | 17.04% | 8.05%+9.0pp | 7.88%+9.2pp | 9.30%+7.7pp |
| Employer contribution / active EE | $0 | $41,786-100.0% | $39,100-100.0% | $43,746-100.0% |
| Participant deferral / active EE | $2,336 | $56+4063.5% | $53+4344.0% | $83+2721.2% |
| Admin fee / account holder | $0 | $4,272-100.0% | $15,347-100.0% | $12,596-100.0% |