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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 | $490,217-76.1% | $490,217-76.1% | $422,293-72.3% |
| Participation rate | 100.0% | 39.0%+61.0pp | 35.0%+65.0pp | 34.7%+65.3pp |
| Annual return | 14.23% | 7.15%+7.1pp | 7.21%+7.0pp | 12.28%+1.9pp |
| Employer contribution / active EE | $7,200 | $40,851-82.4% | $39,652-81.8% | $34,589-79.2% |
| Participant deferral / active EE | $0 | $93-100.0% | $95-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $28,496-100.0% | $28,496-100.0% | $47,656-100.0% |