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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 | $78,459 | $375,661-79.1% | $312,151-74.9% | $382,429-79.5% |
| Participation rate | 100.0% | 91.4%+8.6pp | 89.1%+10.9pp | 87.7%+12.3pp |
| Annual return | 19.26% | 0.11%+19.2pp | 1.82%+17.4pp | 248.85%-229.6pp |
| Employer contribution / active EE | $9,282 | $9,697-4.3% | $8,031+15.6% | $8,036+15.5% |
| Participant deferral / active EE | $8,250 | $5,737+43.8% | $5,370+53.6% | $5,727+44.0% |
| Admin fee / account holder | $0 | $64,308-100.0% | $51,799-100.0% | $30,732-100.0% |