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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 | $95,545 | $315,650-69.7% | $308,621-69.0% | $338,137-71.7% |
| Participation rate | 100.0% | 62.7%+37.3pp | 57.2%+42.8pp | 43.9%+56.1pp |
| Annual return | 3.77% | 8.11%-4.3pp | 8.05%-4.3pp | 13.05%-9.3pp |
| Employer contribution / active EE | $40,985 | $44,168-7.2% | $42,669-3.9% | $37,651+8.9% |
| 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% |