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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 | $161,402 | $317,758-49.2% | $310,574-48.0% | $330,599-51.2% |
| Participation rate | 100.0% | 62.9%+37.1pp | 57.3%+42.7pp | 43.7%+56.3pp |
| Annual return | 22.73% | 8.10%+14.6pp | 8.04%+14.7pp | 13.05%+9.7pp |
| Employer contribution / active EE | $53,333 | $44,198+20.7% | $42,693+24.9% | $37,664+41.6% |
| Participant deferral / active EE | $0 | $35-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $9,260-100.0% | $8,889-100.0% | $31,365-100.0% |