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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,129 | $541,860-78.4% | $541,860-78.4% | $418,949-72.0% |
| Participation rate | 100.0% | 36.4%+63.6pp | 33.3%+66.7pp | 35.7%+64.3pp |
| Annual return | 14.23% | 7.66%+6.6pp | 7.71%+6.5pp | 15.19%-1.0pp |
| Employer contribution / active EE | $7,200 | $40,595-82.3% | $39,519-81.8% | $34,877-79.4% |
| Participant deferral / active EE | $0 | $120-100.0% | $120-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $47,135-100.0% | $47,135-100.0% | $50,584-100.0% |