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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 | $76,082 | $318,230-76.1% | $306,246-75.2% | $287,075-73.5% |
| Participation rate | 100.0% | 68.8%+31.3pp | 62.4%+37.6pp | 55.8%+44.2pp |
| Annual return | 0.00% | 37.67%-37.7pp | 35.15%-35.1pp | 24.43%-24.4pp |
| Employer contribution / active EE | $152,164 | $48,347+214.7% | $46,373+228.1% | $41,342+268.1% |
| Participant deferral / active EE | $0 | $63-100.0% | $69-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $4,311-100.0% | $4,448-100.0% | $22,079-100.0% |