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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 | $315,650-48.9% | $308,621-47.7% | $338,137-52.3% |
| Participation rate | 100.0% | 62.7%+37.3pp | 57.2%+42.8pp | 43.9%+56.1pp |
| Annual return | 22.73% | 8.11%+14.6pp | 8.05%+14.7pp | 13.05%+9.7pp |
| Employer contribution / active EE | $53,333 | $44,168+20.8% | $42,669+25.0% | $37,651+41.7% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $8,774-100.0% | $30,946-100.0% |