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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 | $590,756 | $340,597+73.4% | $328,890+79.6% | $418,949+41.0% |
| Participation rate | 100.0% | 48.7%+51.3pp | 41.1%+58.9pp | 35.7%+64.3pp |
| Annual return | 23.10% | 8.34%+14.8pp | 8.43%+14.7pp | 15.19%+7.9pp |
| Employer contribution / active EE | $133,750 | $30,496+338.6% | $29,249+357.3% | $34,877+283.5% |
| Participant deferral / active EE | $0 | $11-100.0% | $13-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $11,069-100.0% | $10,081-100.0% | $50,584-100.0% |