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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 | $110,799 | $262,251-57.8% | $250,986-55.9% | $287,034-61.4% |
| Participation rate | 75.0% | 61.9%+13.1pp | 50.6%+24.4pp | 55.9%+19.1pp |
| Annual return | 13.78% | 34.49%-20.7pp | 32.33%-18.5pp | 24.44%-10.7pp |
| Employer contribution / active EE | $80,250 | $35,997+122.9% | $33,956+136.3% | $41,344+94.1% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,013-100.0% |