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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 | $126,338 | $318,230-60.3% | $306,246-58.7% | $285,997-55.8% |
| Participation rate | 100.0% | 68.8%+31.3pp | 62.9%+37.1pp | 55.8%+44.2pp |
| Annual return | 12.43% | 37.67%-25.2pp | 35.15%-22.7pp | 24.44%-12.0pp |
| Employer contribution / active EE | $76,665 | $48,360+58.5% | $46,389+65.3% | $41,348+85.4% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $272 | $4,311-93.7% | $4,448-93.9% | $22,013-98.8% |